Senior Investment Counselor Lead for Private Wealth
Citigroup Inc.
Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities include establishing and growing client relationships, delivering investment ideas and solutions, and integrating traditional and alternative investments with wealth planning and private banking #J-18808-Ljbffr Citigroup Inc.
$175.84k - $263.76k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving... ...alternative investments with wealth planning and private banking services to optimize client...Private$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorPrivateFull time$211.28k - $316.92k
Citibank (Switzerland) AG is seeking a Senior Vice President as a Wealth - Investment Counselor in New York. The successful candidate will manage investment relationships with high net worth clients, providing tailored advice and solutions based on comprehensive investment...Senior- ...financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This... ...-making regarding investments is crucial for success in this position. #J-18808-Ljbffr Waldron Private WealthSeniorPrivate
$350k
...regional full-service bank encompassing Private Banking, Lending, Branch,... ...New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service... ...with 7+ years' experience in the wealth management industry as either a...SeniorPrivate$325k - $400k
...Group (TechCap) supports leading global technology companies with equity investments in primary issuances as... ...will you play? As a Senior Vice President, you will... ...Advisors, family offices, wealth institutions and other... ...growth investing, or private banking experience. You...SeniorPrivateTemporary workWork from homeFlexible hours- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and... ...product specialists to understand banking, credit, and investment needs and deliver holistic financial planning solutions...SeniorPrivate
$250k - $300k
...professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth... .... The ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation...SeniorPrivate- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families. Candidates must... ...on all aspects of wealth planning and investment management. International travel is required...SeniorPrivate
- ...Senior Credit Underwriter-Global Wealth and Investment Management Charlotte, North Carolina;New York, New York To... ...existing clients in partnership with a private bank credit team. Key... ...analysis. Job expectations include leading the process, ensuring timely and...SeniorPrivateBank staffWork at officeShift workDay shift
- Investment Counselor (South East Asia market) Apply (opens in new window) Job Req Id: 26956462 Location... ...The Investment Counselor (IC) is a senior investment professional who serves as a... ...relationships and deliver CIO views to wealth clients Act as a primary investment contact...SeniorFull timeWork at officeLocal area
- ...Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening... ...diverse portfolio of businesses. As a Senior Auditor on this team, you will plan,... ...CFR 9) related to wealth management, investment advisor, broker‑dealer and fiduciary...SeniorPrivateVisa sponsorship
$200k - $300k
...Wealth At Work - Investment Counselor - Director The Investment Counselor Principal is a strategic professional... ...to negotiate internally, often at a senior level. Some external communication... ...strategies for the area. Citi Private Bank's objective is to further enhance...PrivateFull timeLocal area- Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will have...Senior
- ...financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth clients. The role involves advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have...SeniorPrivateVisa sponsorship
$150k - $228k
...of America is looking for an experienced investment professional in New York City. The... ...will possess over 8 years of expertise in private markets fund investment due-diligence, particularly... ...and experience, alongside industry-leading benefits to foster employee growth and...SeniorPrivate- Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments. This will include communications with asset managers, internal...SeniorPrivate
$150k - $228.2k
Bank of America is looking for a Senior Private Credit Fund Analyst in New York, focusing on delivering private credit investment expertise. You'll lead investment due diligence, educate internal partners, and prepare strategic investment analyses. Ideal candidates will...SeniorPrivateFull time- Investment Counselor Team Lead, Southeast Region, Managing Director Job Req Id: 26954148 Location(s): Atlanta... ...Grp Mgr manages multiple teams of senior professionals through other senior... ...regional management team, GMMs, RMMs, Private Bankers and other partners including...Private
$176.72k - $265.08k
...Wealth - Investment Sales Senior Lead - Senior Vice President Discover your future at Citi Working at... ...Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds... ...Educate Bankers and Investment Counselors and other members of the sales team...SeniorPrivateFull time- ...Financial Reporting professional to oversee the preparation and review of financial statements for private equity funds. The successful candidate will manage investor reporting, lead audit processes, and ensure compliance with regulatory requirements. Candidates should have...SeniorPrivate
- ...Market Leader The Market Leader role is an essential part of our Private Wealth sales team and tasked with accelerating the adoption of Blue Owl investment solutions. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors...SeniorPrivate
$225k - $250k
...compliance for Americas Alternative Investment products within Wealth Management and Credit and Insurance.... ...requirements, including experience with private fund structures, investments, and... ...Macquarie Asset Management is a leading global asset manager, trusted by institutions...SeniorPrivateTemporary workWork experience placementWork from homeFlexible hours$176.72k - $265.08k
...Development Group Manager is a senior management level position... ...will be hands on engineering lead with a knack of solving complex... ...engineering problems Experience in Wealth Investment data domain is preferred; an... ...in Wealth Management / Private Bank data space. Familiarity...SeniorPrivateFull time- ...complex financial needs. The ideal candidate will have 6-10 years of experience in Private Banking with a focus on UHNW clients. Responsibilities include identifying prospects, developing investment strategies, and ensuring compliance with regulatory requirements. Candidates...SeniorPrivate
$139.95k - $302.57k
## Group Director - Investment CounselorApplylocations: New York/1400... ...*Group Director - Investment Counselor**Location**New York, NY 10018... ...Strategic Partnership*** Work with Private Banking team to develop and... ...of investments, wealth planning, credit and banking...PrivateTemporary workWork experience placementLocal area$114k - $165.3k
Senior Private Wealth Advisor - Practice Lead (Personal Strategy) Location: Philadelphia, PA (in-person client meetings required). The role focuses on helping... ...Personal Wealth. Explain the “Personal Strategy” investment strategy, recommend, implement, and review investment...SeniorTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote work$125k - $290k
...GSAM) is one of the world’s leading investment managers. With more than $2... ...services across public and private markets for the world’s foremost... ...that sits within Asset & Wealth Management (AWM) at Goldman... ...with distribution channels, senior MAS portfolio managers, portfolio...PrivateFull timeTemporary workPart time$170k - $300k
...seeking a Products Distribution Senior Group Manager in New York.... ...involves strategic partnership with investment teams to enhance product... .... Responsibilities include leading multiple teams, executing functional... ...and a strong background in Wealth Management. The role offers a...SeniorFull time$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new... ...identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The ideal...SeniorWork at office
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