UHNW Private Banking Director: Trusted Wealth Advisor
$200k - $300kJobleads-US
Citi is seeking an experienced Private Banker in Washington to provide strategic financial advice and manage relationships with ultra-high-net-worth clients.
The ideal candidate will have over 15 years of experience in Private Banking, strong communication skills, and a proven track record in relationship selling. This full-time position offers a salary range of $200,000 to $300,000, alongside competitive benefits.
#J-18808-Ljbffr Jobleads-USVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Private Banking Director: Trusted Wealth Advisor in Washington DC vacancy
$200k - $300k
...’ businesses and sources of wealth generation. Anticipate events... ...implications. Serve as a trusted advisor to clients who frequently... ...connections to the Citi Private Bank. Effectively manage client... ...Banking having covered the UHNW market / Extensive experience...PrivateFull time$300k
...clients within J.P. Morgan's U.S. Private Bank. If you have an... ...next level. As a Managing Director, Private Banker in the U.S. Private... ...preserving and managing their wealth. You will use your knowledge... ...relationships with clients by earning trust, thoroughly understanding...PrivateTemporary workWork experience placementLocal area- ...executive compensation, and private wealth matters. As a firm, we focus... ...wills, revocable and irrevocable trusts, powers of attorney,... ...documents for high-net-worth and UHNW clients Support design and implementation... ...accountants, and investment advisors as part of multidisciplinary...PrivateFull timePrivate practiceNight shift
- ...within J.P. Morgan’s U.S. Private Bank. If you have an... ...level. As a Managing Director, Private Banker in the... ...preserving and managing their wealth. You will use your... ...clients by earning trust, thoroughly... ...provides individuals, advisors and institutions with...PrivateTemporary workWork experience placementLocal area
- ...possess a Bachelor's Degree, Series 7 and 66 licenses, and a proven track record in asset growth and revenue generation. HSBC offers a competitive pay and benefits package within an inclusive work environment. Join HSBC to build the bank of the future! #J-18808-Ljbffr HSBCPrivate
- ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...Investment Management Type Privately Held About the Role The... ...financial planning, private banking, or related fields, with a preference... ...those with exposure to HNW/UHNW client service or financial...Private
- Senior Advisor, Wealth Management - The Baldwin Group Financial Services page is loaded## Senior... ...reporting, and life‑event planning to sustain trust and drive retention.* Collaborate across... ..., retirement planning, and all areas of private and personal insurance. Since 2011, we’...PrivateContract workLocal areaRemote work
- United Bank is hiring a Fiduciary Wealth Advisor in Washington, DC. This role involves managing fiduciary accounts and serving as the relationship manager for diverse clients, including estates and trusts. The ideal candidate will have a strong understanding of wealth management...
- ...institution located in Washington, D.C., is seeking an experienced Private Banker to manage client relationships and provide expert... ...The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor's Degree, and required licenses...Private
$75k - $160k
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC Across Wealth Management, Goldman Sachs... ...planning, investment management, banking and comprehensive advice to a wide... ...client relationships by acting as a trusted advisor who delivers holistic...PrivateFull timeTemporary workPart time$100k - $225k
VP Commercial Banking Relationship Manager - DC About Hingham Institution for Savings Incorporated... ...business, institutional, government, and private client banking relationships. SDG is co-... ...to effortlessly build relationships with trust and respect Strong self-management/drive...PrivateTemporary workWork at officeRemote work- ...role. This position requires strong relationships with clients to provide trust-based strategic financial advice and solutions. Candidates should have over 15 years of experience in Private Banking, especially with Ultra High Net Worth clients, and possess excellent...Private
- United Bank is seeking a Universal Banker in Washington, DC to deliver exceptional customer service while building relationships based on trust. You will be involved in branch operations, assisting clients, and achieving sales goals. The ideal candidate will have prior...
$45k - $112.45k
PNC seeks a Fiduciary Advisor I in Washington, DC, focusing on fiduciary decision-making and client management. The role requires strong knowledge in finance, investment management, and legal practices. Candidates should possess a Bachelor's degree and 2+ years of relevant...Private- BCG Attorney Search is looking for a Private Wealth Associate in Washington, D.C. The ideal candidate will have 3-5 years of experience in trusts and estates and tax planning, specializing in advising high-net-worth clients. This role involves drafting estate planning...Private
- A leading global financial institution in Washington DC is seeking a Private Wealth Advisor to help clients reach their financial goals. The candidate will build and grow client relationships, provide tailored wealth management advice, and leverage an extensive network...Private
- Sterlington PLLC, a premier law firm in Washington, seeks an Associate for its Private Wealth group. This role includes drafting wills and trusts, supporting advanced tax planning, and assisting with estate administration for high-net-worth clients. Ideal candidates should...PrivateFull time
- TwinThread is seeking a Financial Advisor in College Park, Maryland. In this role, you will build strong client relationships and provide... ...management skills and a commitment to fostering client trust. We offer a competitive salary and a comprehensive benefits package...Private
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...building, preserving and managing their wealth. You will use your knowledge of... ...maintain relationships with clients by earning trust, thoroughly understanding client needs,...PrivateTemporary workWork experience placementLocal area
$103k - $180k
...commitment to our employees and clients as well as to dedication and trust, critical values to our Firm, have led to Kearney’s recognition... ...Polygraph Protection Act (EPPA) The EPPA prohibits most private employers from using lie detector tests either for pre-employment...PrivateInterim roleWork at officeLocal areaFlexible hours3 days per week- BCG Attorney Search is seeking an experienced Private Client International Trusts & Estates Planning Associate for their Washington, DC office. The ideal candidate will possess a Juris Doctor (JD) and have at least 4 years in international estate planning for high-net-worth...Part timeWork at officeOverseas
$111.71k - $195.49k
United Bank in Bethesda, Maryland is looking for a Fiduciary Wealth Advisor to manage fiduciary accounts and client relationships. The Advisor will participate in client retention, proactively seek new clients, and manage investment performance for ultra-high net worth...- b1BANK is looking for a Financial Advisor in Alexandria, Virginia to build client relationships and provide tailored investment strategies. The successful candidate will have a Bachelor’s degree and relevant certifications, alongside 4-7 years of industry experience. This...
$120k - $125k
...Position Responsibilities Developing a strong understanding of the private investing platform and the mechanics behind each fund offering... ...by a job well-done. Sands Capital's Values Integrity & Trust: Do what is right, not what is popular. Deliver on commitments....PrivateTemporary workWork at officeLocal areaFlexible hours3 days per week$117k - $166k
...carve-outs and similar services to clients, private equity investors, and asset-based lenders... ...business more personal and building trust into every result - for our clients and you... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively...PrivateFull timeWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Private Banking High Net Worth Relationship Manager - Asia Markets Brand: HSBC Area of Interest: Private Banking Location: Washington, DC, US... ...relationships principally focused on Ultra High Net Worth (UHNW) and High Net Worth (HNW) individual’s resident in or have a nexus...Private
- ...Requirement: Secret Founded in 1989, SOSi is among the largest private, founder-owned technology and services integrators in the defense... .... We deliver tailored solutions, tested leadership, and trusted results to enable national security missions worldwide. *** This...PrivateFull timeContract workWork at officeWorldwideMonday to FridayWeekend workAfternoon shift
$95k - $100k
Analyst III: Health Finance Advisor Overview Nakupuna Companies seeks an Analyst III: Health... ...as GHSD's center of excellence for private‑sector engagement, private‑finance mobilization... ...; provisional remote work with a public trust clearance while awaiting secret clearance...PrivateContract workWork at officeRemote work- Job Overview A law firm seeks an experienced Private Client International Trusts & Estates Planning Associate to join their Washington, DC office. The... ..., with a focus on cross-border tax planning and wealth management structures. Duties Advise U.S. and non-U.S. taxpayers...Part timeWork at officeRemote workOverseasFlexible hours
- ...initiatives; and driving adoption across finance teams.The AVP is a trusted strategic partner to finance leadership, translating business... ...firm with over $440 billion in assets under management across private equity, credit, infrastructure, and real assets. The Finance...PrivateWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Private Banking Director: Trusted Wealth Advisor. Be the first to apply!
Related searches
- bank manager Washington DC
- banking branch manager Washington DC
- bank director Washington DC
- strategic finance associate Washington DC
- associate leveraged finance Washington DC
- oracle cloud financials consultant Washington DC
- associate corporate finance Washington DC
- financial planner Washington DC
- junior oracle financial functional consultant Washington DC
- international financial advisor Washington DC

