UHNW Investment Counselor — Private Banking Lead
Citibank (Switzerland) AG
The Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to serve as the primary client contact and trusted investment advisor for ultra-high net worth clients. You will combine traditional and alternative investments with wealth planning, and collaborate with bankers to grow investment business across currencies and jurisdictions. The role requires 10+ years in investment advisory, strong client relationships, and compliance with US regulations (S7/S63/S66/SIE). #J-18808-Ljbffr Citibank (Switzerland) AG
$90k - $120k
...View and OCIO teams, supporting investment risk and liquidity management... ...incorporating both public and private market exposures.• Support the... ...ethical useAbout usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide...PrivateFull timeFlexible hours- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...Private
- ...application process. VP Private Client Group Banker... ...largest privately owned bank in Chile, and it has more... ...Ultra High Net Worth (UHNW) and High Net Worth (HNW... ..., capital markets, and investment management products to... ...the position requires leading cross-functional client...PrivateFull timeWork at officeLocal areaAfternoon shift
- ...As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining,... ...written and verbal) in Spanish ~2+ years of experience in the investment management industry Preferred qualifications, capabilities...PrivateWork at office
- Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover... ...Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM through...PrivateBank staff
- As an AI Transformation Lead in Asset & Wealth Management, you will drive the strategy... ...200 years and today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...Private
- Bankmw in Aspen, CO seeks a Premier & Private Bank Relationship Manager to serve a select group of affluent clients. You will deepen deposit portfolios, maintain positive relationships, and tailor Bankmw's products for high-net-worth individuals and businesses. This role...Private
- ...Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...~3+ years of experience in the investment management industry Preferred qualifications... ...& Wealth Management delivers industry-leading investment management and private...PrivateWork at office
- Join JPMorganChase's Private Bank/Wealth Management Solutions Internal Audit team, where you'... ...Internal Audit team, you will plan and lead audit engagements from inception to reporting... ...12 CFR 9) related to wealth management, investment advisor, broker-dealer and fiduciary...PrivateVisa sponsorship
- BNY Mellon in New York, NY, seeks a Private Banking Associate to serve as the primary sales support partner to Private Bankers, owning onboarding and maintenance of client relationships. This role coordinates with KYC teams, underwriting and operations to ensure accurate...Private
- ...****@*****.***. Team Lead, Treasury Sales - Houston Houston,... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank...PrivateLocal areaRemote work
$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full... ...base with up to $2M in investable assets. The PCB helps new and... ...Investment Services, Private Bank, Mortgage or Business Banking... ...appointments and quality conversations leading to recommendations that...PrivateHourly payWork experience placementDay shift- MidFirst Bank is seeking an Assistant Banking Center Manager in San Francisco to oversee daily operations, guide a team of sales and... ...relationships. The ideal candidate has 5+ years in Retail/Commercial/Private Banking, strong supervisory skills, and proven sales performance...Private
- ...UHY in New York seeks a Transaction Services Manager to lead financial due diligence and M&A advisory engagements.... ...clients through mergers, acquisitions, and divestitures for private equity firms, corporates, and banks. You will supervise staff, develop financial models,...Private
$96.25k - $137.5k
...Mobile, Hughes and Sling TV. Department Summary Our investment in the future needs those with an eye on the... ...of Science in Finance Background in investment banking, management consulting, corporate development, or private equity Industry experience in Technology, Media...PrivateLocal areaFlexible hours- ...Portfolio Management Group Position The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth...PrivateWork experience placementShift work
$100.35k - $205k
...services to large global and dynamic midsize banking and securities clients? If you answered... ...tax services is relevant for public and private companies and range from tax planning to... ..., as well as through our own investments, commitments, and actions across areas that...PrivateWork at office- Multinational banking and financial services firm with divisions supporting Global Transaction Banking, International Retail Banking, Financial services, Corporate and Investment Banking, Private Banking, Asset Management and Securities Services. Job Description Monthly...PrivateWork at office
- The Commercial & Investment Bank Central Planning & Analytics team is seeking a high-impact Financial Reporting Systems Lead with deep technical capability and an advanced finance/MIS domain foundation to modernize management reporting and insights. As a Financial Reporting...Visa sponsorship
- ...of experience in alternative investments or related operations. You also... ...investments, including private equity funds, hedge funds, and... ...growing areas within the Private Bank at JPMorganChase, with over 5... ...Management delivers industry-leading investment management and...PrivateWorldwide
$134.87k - $242.4k
Position Title Relationship Manager Team Lead-Commercial Real Estate Location Work From... ...Ultimately responsible for managing the banks risk exposure to acceptable levels. Stays... ...lines of business that include Personal, Private, Small Business and Corporate & Commercial...PrivateWork at officeLocal areaWork from home$65k - $108k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...PrivateWork at officeWork from homeShift workDay shift- ...directly with senior leaders to make smart investment decisions, improve operational rigor,... ...Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where... ...to spend and capacity. You’ll lead financial planning and forecasting, develop...PrivateShift work
- ...and inclusion. Using a broad investment product and thought leadership... ...meet their financial needs. As a Private Client Investment Associate in... ...source management and new lead generationAssist in managing relationship... ...GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES...
- TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking transaction...PrivateBank staff
- ...13 NW Bancshares HQ Job Description The Private Banker is responsible for the overall affluent... ...deliver the full spectrum of Northwest Bank products and services with respect to... ...identification of other experts such as investments, mortgage, small business banking and...PrivateWork experience placementWork at office
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals,... ...industry experience, preferably within wealth management, private banking, or brokerage firmsSpecific knowledge of investment products...PrivateRemote work
- JPMorganChase Alternative Investment Services delivers high-quality outsourced administration and banking services to alternative asset managers... ...supported by secure, market-leading technology.As a Vice... ..., with secondary coverage of Private Equity vehicles. You will be...PrivateWork at office
- ...Select how often (in days) to receive an alert: Private Wealth Banker Location: Tulsa -TUL Areas of Interest: Wealth... ..., Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma;...PrivateLocal area
- ...servicing these loans to meet or exceed the Bank's credit quality, profitability and... ...industry sources for the origination of investment quality mortgage loans in order to maximize... ...rules and regulations pertaining to both private and government-insured mortgages Position...PrivatePermanent employmentLocal area
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