Senior Private Banking Executive & Wealth Strategist
Citi Group
Citigroup Inc. is seeking candidates for a role focused on building and managing relationships, providing strategic financial advice to clients, and ensuring compliance with regulatory standards. The ideal candidate will have over 15 years of private banking experience, especially with ultra-high-net-worth clients. This role emphasizes teamwork, trust, and long-term client connections, providing a dynamic and fulfilling environment with extensive responsibilities. #J-18808-Ljbffr Citigroup Inc.
$76k - $125.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and... ...specialized facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM... ...all backgrounds, from executives and entrepreneurs to investors...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include...Private
$104k - $222k
...Senior Vice President, Private Banking We're seeking a future team member for the role of Senior Vice President, Private Banking to join our Wealth Management team. This role is located in San Francisco, CA. In this role, you'll make an impact in the following ways...SeniorPrivateTemporary workWork experience placementLocal area- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This... .... Ideal candidates should have 2+ years in branch banking or financial services, be able to resolve issues effectively,...SeniorWeekend workAfternoon shift
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...PrivateTemporary workWork experience placementLocal area
$250k
Citibank (Switzerland) AG is seeking a Managing Director, Private Banker in Palo Alto to lead a team focused on ultra-high-net-worth clients... ...standards. Ideal candidates will have 15+ years in private banking with proven leadership and relationship management skills. The...Private$127.9k - $291.9k
...Tax - Business Tax Services Private Tax EDGE - Financial Services Organization - Senior Manager The... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... ...from all backgrounds, from executives and entrepreneurs to investors...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours$250k
...for internal negotiation at senior levels and occasional external... ...strategies for the area. Citi Private Bank’s objective is to further... ...alternative investments with wealth planning and private banking... ...clients on brokerage activity and execute trades seamlessly....PrivateFull timeLocal area$250k
...negotiate internally, often at a senior level. Some external... ...strategies for the area. Citi Private Bank’s objective is to further enhance... ...alternative investments with wealth planning and private banking... ...clients on brokerage activity and execute trades seamlessly.*...PrivateFull timeLocal area$250k
## Managing Director, Private Banker, Palo AltoApplylocations... ...Mgr manages a team of senior professionals. The job... ...to long-term plans and executes functional strategies... ...and sources of wealth generation.* Anticipate... ...interests of the Private Bank.* Help team members acquire...PrivateFull time$106k - $150k
...Overview Join First Citizens Bank and be part of a team dedicated to helping clients... ...lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...Services relationship management, banking, Private Banking or Wealth Management OR High...PrivateTemporary workLocal area- ...We're looking for an Investment Banking Analyst to: •support the origination and execution of capital markets and M&A transactions involving private equity clients •assist with key workstreams... ...UBS is a leading and truly global wealth manager and the leading universal...PrivateFlexible hours
- ...understanding of clients’ businesses and sources of wealth generation. Anticipate events in a... ...long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full understanding...Private
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management... ...Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of...- JPMorgan Chase & Co. in Palo Alto, California, seeks a Private Client Banker to manage affluent clients' banking relationships. This role involves using a relationship-oriented approach to deepen connections while ensuring compliance with financial regulations. The ideal...
$109.12k - $163.68k
...relationships with existing client Construct and execute marketing campaigns around our unique... ..., and deliver Citi’s full suite of banking and wealth management solutions to our clients... ...experience Job Family Group Private Client Coverage Job Family Private Banker...PrivateFull time$100k - $275k
...professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services. Applicants must...SeniorPrivate- Citizens Bank is seeking a Private Banker Associate in Palo Alto, CA. In this role, you will support the Preferred Banking team in client interactions, documentation, and compliance while maintaining exceptional service. You will take part in business development and ensure...Private
- ...API Platform Make Next Happen Now. For more than 30 years, the Bank has helped innovative companies and their investors move bold... ...innovation centers across the world. With commercial, international and private banking services, THE BANK helps address the unique needs of...SeniorPrivate
- ...Senior Executive Protection Agent Crisis24, a GardaWorld company, is widely regarded as the leading integrated risk management, crisis... ...investigations teams, global security operations center assets, other private security firms, and local law enforcement to proactively...SeniorPrivateLocal areaShift workNight shift
- ...Domain Architect – Private Banking / Wealth Management Make Next Happen Now. For more than 30 years... ..., business unit managers, marketing executives, and customers. Be well versed in... ...Experience in interacting w/ senior leadership, including to C-suite Extraordinary...PrivateShift work
$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates... ...and support Financial Advisor(s)/ Private Wealth Advisor(s)/ teams on a daily basis. Through... ...and existing client relationships Executing money movement transactions at the...SeniorPrivateTemporary workWork at officeLocal area- ...not your date of hire! Responsibilities & Expectations The Senior Executive Protection Agent is tasked with numerous functions providing... ...investigations teams, global security operations center assets, other private security firms, and local law enforcement to proactively...SeniorPrivateFull timeLocal areaShift workNight shift
- ...For more than 30 years, The Bank has helped innovative companies... ..., capital, investment, and private banking services, The Bank helps... ...teams, as well as C-level executives to demonstrate value proposition... ...Experience in interacting w/ senior leadership, including to C-...SeniorPrivateWork at officeShift work
- JPMorgan Chase & Co. is seeking a Private Client Banker in Cupertino, California. The role involves managing banking relationships for affluent clients, exceeding expectations, and ensuring compliance with financial regulations. The ideal candidate will possess a relationship...
$170k - $210k
...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these... ..., you will help a wide range of private investors, business owners, company executives, creators, and those stewarding... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...go beyond traditional AI by proactively executing complex, multi-step processes with human... ...seamless integrations across the software and banking ecosystem, we're building the... ...5000 list of America's Fastest Growing Private Companies. ~ Named on Inc 5000 Vet 100...SeniorPrivateWork at officeRemote workFlexible hours
$170k - $210k
...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these... ..., you will help a wide range of private investors, business owners, company executives, creators, and those stewarding... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ...Your key responsibilities A senior analyst in FSO EDGE WAM will... ...from all backgrounds, from executives and entrepreneurs to...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book...
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