Senior Investment Counselor - UHNW Private Banking Lead
$200k - $300kCiti Group
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
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- Flagstar Bank in New York, NY is seeking a Group Director - Investment Counselor to deliver goals-based financial planning for high-net-worth clients. You will collaborate with private banking, portfolio management, and tax teams to offer holistic solutions. The role requires...Private
$350k
...growing super regional full-service bank encompassing Private Banking, Lending, Branch,... ...the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...service relationships with both UHNW & HNW clients. Responsibilities...SeniorPrivate- 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
- ...About the job Senior Financial Advisor We are recruiting... ...one of the countrys largest private banks, this could be your new home.... ...advising on and implementing investment, banking and trust/estate solutions... ...Management working with HNW/UHNW individuals and families -...SeniorPrivate
$214.59k - $347.96k
Position Title Group Director - Investment Counselor Location New York, NY 10018 Job Summary This Group... ...portfolio management, insurance, tax, and banking teams. Job Responsibilities: Strategic Partnership Work with Private Banking team to develop and maintain comprehensive...PrivateTemporary workWork experience placementLocal area$200k
...Citi Private Bank - UHNW Private Banker - Director / MD Job Req Id: 25885495 Location(s): Houston... ...annually in core product areas: investment management, capital markets, and banking... ...different sectors Prospecting – generate leads and develop prospects, network to identify...PrivateFull time$250k
Citi Private Bank: Banker Team Leader - Managing Director Apply (opens... ...Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job... ...the Market Executive to lead the activities for the team... ...achieve broad financial & investment goals related to the creation...PrivateFull timeBank staff- ...Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group About the Company Ambitious international banking & financial services institution Industry... ...Services Investment Banks Asset Management... ...commercial banking private banking and asset...SeniorPrivate
- Role Overview The Private Banker will manage and grow a portfolio... ...clients, and coordinating with investment, credit, and wealth planning... ...opportunities. Identify cross-border banking, lending, and investment... .... Existing network of HNW/UHNW clients in Latin America is...SeniorPrivate
- ...Masterworks Advisers is a Registered Investment Adviser that advises clients... .... Role Overview As a Senior Financial Advisor for... ...trusted relationships with UHNW prospective clients who... ...experience in financial advising, private banking, or alternative investments,...SeniorPrivateFull timeAfternoon shift
- The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers... ...banking lending products, including investment credit lines, securities-based lending,... ...employees’ growth and success. As a leading global financial services company at the...SeniorPrivateWork experience placementWork at officeWorldwideFlexible hours
$110k
...Position Summary The Tax Senior will be responsible for preparing and reviewing tax returns and supporting... ...engagements for financial services clients, including banks, broker-dealers, investment advisors, private funds, and insurance companies. This role requires...SeniorPrivateLocal area$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- ...Morgan is seeking a Fund Banker to advise Emerging Private Equity & Venture Capital clients on banking, cash management, and lending. You will work with solutions... ...teams and Private Bankers nationwide, applying investments, banking, and credit expertise to manage a large...SeniorPrivate
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...talk to you! Santander offers private bankers the strength of a... ...management and 314,000 private banking customers in 2025. For our Private... ..., an open architecture investment approach, and the ability to... .... Existing network of HNW or UHNW relationships in the Latin America...SeniorPrivateHourly payFull timeContract workLocal areaShift work$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
...providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and... ...energy, and technology, media and telecom. Senior investment banking professionals are expected...SeniorPrivateFull timePart timeBank staffShift workDay shift- JPMorgan Chase & Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client books, acquiring new clients, and... ...information, preparing pitch books, and supporting investments, banking, and trust services to enhance client...SeniorPrivate
- The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end... ...onboarding for private banking lending products, including investment credit lines, securities-based lending, residential lending,...SeniorPrivateWork experience placementWork at office
$115k - $130k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With... ...Debt Advisory & Restructuring, Debt Private Placements and Fund Placement &... ...team is actively looking for a Senior Analyst for our New York office. The...SeniorPrivate- JPMorgan Chase & Co. located at 270 Park Ave, New York, NY, seeks a Private Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books, leveraging investments, banking, trust services and financial planning to deliver...SeniorPrivate
$200k - $260k
...fulfilling career.The Internal Audit (IA) Senior Director will be a senior member of... ...internal audit project management, leading a global team, and working with the... ...global custody, asset servicing, private banking, lending, investment management and knowledge of information...SeniorPrivateFull timeWork at officeLocal area- Banco Santander SA is seeking a Private Banker focused on Latin America to manage high-net... ...will have a strong background in investments and wealth planning, along with a proven... ...acquisition targets. Knowledge of cross-border banking and strong communication skills are...SeniorPrivate
- ...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
$150k - $200k
...are a national public finance investment banking franchise with a diversified... ...with not-for-profits, private developers, and state and local... ...to join the public finance Senior Living team. This role can be... ...Living team, responsible for leading deal origination, structuring...SeniorPrivateFull timeLocal area$120k - $150k
...a relationship-oriented bank for the modern world. We... ...comWhat you'll be doingThe Private Wealth Audit team... ...trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute... .... In this role, you'll lead complex audits, provide...SeniorPrivateFull timeRemote workShift work2 days per week- ...Jacksonville, FL seeks a Managing Director, Private Banker to lead a high‑impact team serving UHNW clients. You will drive growth,... ...management needs. You will coach senior professionals, expand the client... ...execution across Citi’s private banking platform, while aligning with the...Private
- ...analysis related to strategic initiatives, investments, and business growth opportunities.... ...and financial materials for senior leadership meetings and business reviews... ...within financial services, banking, asset management, private equity, investment management, or capital...SeniorPrivate
- ...to help shape the future of private banking for advisors at the world’s... ...articulate design decisions to senior stakeholders and leadership.... ...today we are a leader in investment banking, consumer and small... ...Management delivers industry-leading investment management and private...SeniorPrivate
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