Senior Investment Counselor - UHNW Private Banking Lead
$200k - $300kCiti
Citi is seeking an accomplished Investment Counselor to join their Private Bank in New York. This role focuses on managing investment relationships with ultra-high net worth clients, providing tailored investment advice and solutions. Candidates should have 15+ years of experience in the field, possess strong judgment and analytical skills, and hold relevant certifications such as CFA. The position offers a competitive salary range of $200,000 to $300,000 and includes comprehensive employee benefits. Citi values diversity and encourages all qualified applicants to apply. #J-18808-Ljbffr Citi
$250k
A leading financial services corporation is seeking a Banker Team Leader to manage senior Banker professionals, focusing on growing business with UHNW and HNW clients. The role demands over 15 years of experience in Private Banking, with responsibilities including driving...SeniorPrivate- ...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
- Avior Executive Search, Inc. client seeks a Senior Advisor/Banker to lead investments and manage UHNW/HNW client relationships in NYC, Long Island, or New Jersey. Responsibilities include cross-selling across banking, asset management, and trust/estate planning, plus active...SeniorPrivate
- ...is seeking a Banker Team Leader SAFE Act to manage senior Banker professionals focusing on UHNW and HNW clients. This role requires a comprehensive... ...candidate will have over 15 years of experience in Private Banking, a deep knowledge of Citibank's internal policies, and...SeniorPrivate
- Senior Private Banker (Taiwan Team) - SVP / Director Job Req Id: 25... ...countries every day. Citi Private Bank (CPB) serves UHNW individuals and families... ...achieve broad financial/investment goals related to the... ...UHNW clients, and experience leading client teams and...SeniorPrivate
- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra... ...8 years of experience in private banking, possess fluency in Mandarin, and... ...aspects of wealth planning and investment management. International travel...SeniorPrivate
$220k - $415k
...relationships for the Bank. Your primary focus is... ...Do Deliver solutions to UHNW clients in the Latin America... ...at growing current Private Banking relationships as... ...by the Bank (i.e. Investment Banking, Asset Management... ...of the Bank. How You’ll Lead Review client holdings...SeniorPrivateWork at office- Citi is looking for a Senior Private Banker for the Indonesia Team to identify and convert prospects... .... You'll use your extensive Private Banking experience to provide strategic advice,... ...preferred), and a track record of working with UHNW clients in the Indonesia market. #J-188...SeniorPrivate
- ...professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra... ..., and integrating traditional and alternative investments with wealth planning and private banking #J-18808-Ljbffr Citigroup Inc.SeniorPrivate
$139.95k - $302.57k
## Group Director - Investment CounselorApplylocations: New York/1400... ...*Group Director - Investment Counselor**Location**New York, NY 10018... ...management, insurance, tax, and banking teams.**Job Responsibilities:... ...Partnership*** Work with Private Banking team to develop and maintain...PrivateTemporary workWork experience placementLocal area- Senior Asia Fixed Income Advisor / Direct to Desk Apply... ...our clients meet their banking needs across regions... ...income strategies, thematic investment ideas, and actionable... ...direct book of tagged UHNW clients, to whom they... ...financial institution, private bank, or wealth management...SeniorPrivateFull time
$150k - $200k
Role Overview As a Senior Financial Advisor for Masterworks Advisers... ...trusted relationships with UHNW prospective clients who visit... ...them on the benefits of investing in art. Key Responsibilities... ...experience in financial advising, private banking, or alternative investments,...SeniorPrivateAfternoon shift$150k - $228k
Bank of America is looking for an experienced investment professional in New York City. The candidate will possess over 8 years of expertise in private markets fund investment due-diligence, particularly in... ...experience, alongside industry-leading benefits to foster employee...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- ...Senior Vice President, Editorial Lead About the Company Internationally acclaimed fixed-income investment management firm Industry Investment Management Type Privately Held Founded 1971 Employees... ...00 Categories Banking B2B Consulting...SeniorPrivate
$200k - $300k
...Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight...PrivateFull timeLocal area$200k
The Invst Counselor Sr Principal is an internally and externally recognized... ...and externally at a senior levels. Negotiations will... ...whole technical area. The Private Bank at Citi (CPB) is part of the... ...products and solutions, including investment strategies, banking and...PrivateFull timeLocal area- ...A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong communication... ...departments. Ideal for those with banking experience ready to take on a mid-senior level position. #J-18808-Ljbffr...SeniorFull time
- ...Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships... ...clients. You will work with product specialists to understand banking, credit, and investment needs and deliver holistic financial planning solutions....SeniorPrivate
- JPMorganChase is seeking an Investment Specialist for its U.S. Private Bank. You will assist clients by providing investment reviews and building relationships while helping Bankers win new clients. Ideal candidates will hold a Bachelor’s degree and possess essential licenses...SeniorPrivateWork at office
- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with ultra-high-net-worth clients... ...will have over 10 years of experience in private banking, strong communication skills, and be fluent in both...SeniorPrivateFull time
$350k
...growing super regional full-service bank encompassing Private Banking, Lending, Branch,... ...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...service relationships with both UHNW & HNW clients. Must have strong...SeniorPrivate$220k - $415k
Deutsche Bank is seeking a Relationship Manager for the LATAM market based in New York and Miami. This role focuses on developing and... ...financial targets. Candidates should have extensive experience in private banking and be fluent in Spanish and/or Portuguese. The salary...Private- A leading financial institution is seeking a Private Banker in New York to advise clients on wealth management. Candidates should have over 8 years of experience in private banking and a strong understanding of investments and financial planning. Spanish fluency is essential...SeniorPrivate
$140 per hour
Position: Investment Banking Analyst Expert Type: Hourly contract Compensation: $140-$240/hour Location... ...analyses, and recommendations clearly to senior stakeholders. Requirements Strong years of investment banking or private equity experience at a top-tier bank or...SeniorPrivateRemote jobHourly payContract work- ...Vice President, Senior Underwriter Portfolio Manager... ...Established banking institution Industry... ...Financial Services Investment Management Investment... ...business banking and private banking Business Classifications... ...include leading deal teams, mentoring...SeniorPrivateWork at office
$142.1k - $236.8k
M&T Bank is seeking a manager for their Private Banking operations team in New York. The role requires overseeing three distinct functions while ensuring optimal efficiency and compliance. The successful candidate will have extensive experience in wealth management or custom...SeniorPrivate- ...seeking an experienced professional to lead end-to-end capital raising for private credit and RWA funds targeting... ...will have over 5 years in private banking or investor relations, proven... ...industry events, articulating the investment thesis to attract capital. #J-188...Private
- ...JOB DESCRIPTION JPMorgan Private Bank is a global wealth management... ...delivering advice and solutions across investing, banking, lending, and... ...multi-generational goals. As a Senior Product Associate in Global Web Experience Delivery Lead, you promote delivery across...SeniorPrivateWork experience placement
$155k - $190k
...poster from Selby Jennings Recruitment Consultant - Investment Banking & Private Equity Job Title :Senior Loan Workout Specialist Locations : New York, NY | Los... ...manage complex credit relationships and lead transactions involving multi-bank syndicated loans....SeniorPrivateFull time
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