Senior Private Banking & Wealth Advisor
Fairygodboss
Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management.
Ideal candidates have over six years of relevant experience, a Bachelor's degree, and necessary financial licenses within 90 days of hire. This position offers a competitive rewards package with base salary and potential commission.
#J-18808-Ljbffr- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services... ...candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client...SeniorPrivate
- ...TwinThread is seeking an experienced Private Banker to join our U.S. Private Bank team in Greenwich, CT. The role involves advising clients on wealth management, generating new business, and ensuring an exceptional client experience. The ideal candidate will have over...SeniorPrivateFull timeBank staff
$200k
...financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients. This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice. Candidates...Private$130k - $140k
...doManage the day‑to‑day accounting operations for a portfolio of private foundations and corporate community programs, including... ...auditor inquiries, and addressing follow‑up items.Assist with banking relationships and ongoing cash management activities.What's requiredBachelor...SeniorPrivateWork experience placementWork at office$95.6k - $188.4k
Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory... ...fieldMinimum 4+ years of experience in private or public sector AML and/or sanctions-focused... ...retail, wholesale and international banks, broker dealers, mutual funds and insurance...SeniorPrivateVisa sponsorship- ...portfolio oversight, securitized credit, private markets and infrastructure, helping turn... ...reporting and management information for senior stakeholders, including key drivers, risks... ...income, insurance, pensions, consulting, banking, asset management or a related analytical...SeniorPrivateFull timeTemporary workLocal areaFlexible hours
$200k
...negotiate internally, often at a senior level. Some external... ...clients’ businesses and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who frequently... ...term connections to the Citi Private Bank. Effectively manage client...PrivateFull time$112k - $210k
...Road, Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...client promise acting as the primary client advisor developing and implementing strategies... ...an in-depth knowledge of financial wealth management services and products as well...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$120k
...This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted... ...from: Consulting, finance, or banking Corporate leadership or management roles... ...including investments, risk management, and wealth strategies. Our advisors build practices...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...PrivateTemporary workLocal area
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte... ..., products, and servicesExperience in banking, digital assets, or capital markets is desirableDemonstrated... ..., Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real...SeniorWork at officeVisa sponsorship$150k - $165k
...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$58k - $115k
...this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services... ...possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115...Private$120k - $235k
Job Description:At Bank of America, we are guided by... ...market. The Senior Relationship Manager is... ...insurance providers), Private Higher Education, and Not... ...relationship owner and trusted advisor for a portfolio of Healthcare... ..., capital markets, wealth management, and other...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...Private BankerWe are actively looking for exceptionally talented individuals... ...J.P. Morgan's U.S. Private Bank. If you have an... ...preserving and managing their wealth. You will use your knowledge of... ...Management provides individuals, advisors and institutions with strategies...PrivateTemporary workWork experience placementLocal area
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...building, preserving and managing their wealth. You will use your knowledge of investments...PrivateTemporary workWork experience placementLocal area
$85k - $120k
...Job Description Job Description Senior Financial Analyst, FP&AAbout TouchCare TouchCare is redefining how employees navigate healthcare... ...years of experience in FP&A, finance, consulting, accounting, banking, or analytical business roles ~ Strong financial modeling and...SeniorImmediate startFlexible hours- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N....PrivateTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Investment Services, Private Bank, Mortgage or Business Banking....PrivateHourly payWork experience placementDay shift$150k - $175k
Location: New York Tri-state areaPKF Investment Banking () is seeking an experienced and motivated Senior Associate / Vice President to join our rapidly growing... ...the highest level of M&A advisory services to privately held family and founder-owned companies with revenue...SeniorPrivateFull timeWork at officeLocal areaWorldwideVisa sponsorshipWork visa3 days per week- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...global investment specialists, capital advisors, and trust and estate experts to bring... ...lending, multi-asset class investments, wealth advisory and estate planning. Job...PrivateWork experience placement
$205.7k - $360.1k
...a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq... ...Asset Management is seeking a senior investment leader to serve as Head... ...understanding of public and private markets, portfolio construction...PrivateOdd jobFull timeH1bWorldwideFlexible hours$230k - $295k
...About The Company Our client is a private investment firm combining capital, strategic... ...within private equity, investment banking, and/or credit banking ~ Experience with... ...Salary Range $230,000-$295,000 Seniority level ~ Seniority level Director...PrivateFull time- ...East College Way - Mount Vernon, Washington 98273 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the...PrivateTemporary workDay shift
- Webster Bank group is hiring a Banking Center Relationship Banker 2 for their Somers, NY location. This role is pivotal in responding to customer needs, providing financial services, and ensuring compliance with banking regulations. Successful candidates will have a background...SeniorFlexible hours
- Investment Banking Analyst Location: Greenwich, CT If you are not currently working full time... ...significant interest from leading private equity sponsors and strategic acquirers.... ...Out Direct client exposure: Work alongside senior bankers and interact directly with clients...PrivateFull timeWork at officeRemote workWork from homeVisa sponsorshipWork visaWeekend work
$200k
...Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients.... ...prospects, developing investment solutions, and serving as a trusted advisor for clients. This role demands strong communication skills...Private$58k - $115k
...providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's... ...Worth Lending business in the Private Bank that serves clients with a net... ...and Private Wealth Financial Advisors to identify and efficiently deliver...PrivateTemporary workLocal areaWorldwide- ...Senior Financial AdvisorLead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich... ...Retail, Business Banking, and Wealth teams.What You'll Do:Manage...SeniorWork experience placement
$135.6k - $300k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...and prestigious financial services firm, most likely in a wealth management, private banking andor trust field Knowledge of fiduciary and financial...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift
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