Executive Investment Counselor & Private Banking Leader
Jobleads-US
Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.
This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.
#J-18808-Ljbffr Jobleads-US$250k
...The Investment Counselor Principal is a strategic professional who closely follows the latest trends... ...Investment counselors joining Citi Private Bank will be distinguished and highly accomplished... ...clients on brokerage activity and execute trades seamlessly. Appropriately...PrivateLocal area- ...Citi is seeking a Private Banker Group Manager in Costa Mesa, California to oversee a team of senior professionals. The expert will guide approaches to influence the company's private banking strategies, cultivate long-term relationships with UHNW clients, and deliver...Private
$250k
...Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals... ..., candidates must demonstrate strong leadership in private banking and the ability to build enduring client relationships....Private- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...over 200 years and today we are a leader in investment banking, consumer and small...PrivateTemporary workWork experience placementLocal area
- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building relationships across banking, lending, and investments to provide an exceptional client experience. Ideal candidates will have over...SuggestedFull time
- .... Morgan Wealth Management - Private Client Advisor - Seal Beach,... ...and inclusion. Using a broad investment product and thought leadership... ...success and the goals of the bank, while fostering a culture of... ...we're known for as a global leader. Seniority level Seniority level...PrivateFull timeWork at office
- ...achieve their financial goals through strategic investment and advisory services. With over $3... ...professionals. Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management...PrivateFull timeApprenticeshipSummer workSummer internshipWork at office
- ...management Prepare and aggregate fund and investment cash flow projections and capital needs... ...reporting Assist in establishment of new bank accounts and banking relations and... ...ideally combining public accounting and private equity real estate (CPA preferred) Proficient...Private
- ...world class offerings including planning, investing, lending and money management... ..., and community engagement.* Build and execute a personal business development plan to... ...client acquisition in financial services, private banking, or wealth management.* Minimum 8-10 years...PrivatePermanent employmentTemporary workWork at office
- ...transfer, traditional and alternative investments. Key Responsibilities Business Development... ..., and community engagement. Build and execute a personal business development plan to... ...acquisition in financial services, private banking, or wealth management. Minimum 8-10 years...PrivatePermanent employmentTemporary workWork at officeFlexible hours
$146k - $194k
...order of 50 systems representing a decisive investment that anchors production and accelerates... ...an annual contribution toward your private health insurance for you and your dependents... ...personal financial details (such as banking information, credit card numbers, or social...PrivateFull timeContract workWork experience placementImmediate startRemote workRelocation package- ...J.P. Morgan's Middle Market Banking & Specialized Industries group... ...lines of business including Investment Banking, Corporate Client Banking... ...founders, CFOs, and treasury leaders Manage credit underwriting,... ...of venture capital, private equity, and innovation ecosystems...PrivateFlexible hours
$125k - $145k
...results. Perform financial modeling for key investment decisions and corporate development.... ...enhancing relevant KPIs. Direct the execution of various strategic and business... ...000.00-$140,000.00 1 day ago Wealth & Private Banking Regional Manager Assistant Director, Finance...PrivateFull timeWork experience placement$81.4k - $151.8k
...opportunities to increase client penetration for banking, investments and deposits. Prepares new business... ...and understanding of the integrated private banking services and offerings and... ...strategic issues. Supports the execution of strategic initiatives in collaboration...PrivateFull timeContract workPart timeWork at officeLocal area$91.4k - $186.9k
...experience in Financial Services industry verticals including Banking, Private Equity, Asset Management, and Fintech. As an Audit Manager,... .... With access to many resources and the support of executive leadership and your team, this is what your work includes:...PrivateFull timeSeasonal workLocal areaHome office- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range... ..., and reports into the Executive OfficeThe Alternative Funds... ...real estate debt and equity, bank loans, asset-backed and...PrivateFlexible hoursShift work
- ...clients within J.P. Morgan's U.S. Private Bank. You will be working alongside... ...day-to-day business and execution of strategic priorities. Collaborate across investment teams to drive alignment and effective... ...recommendations to business leaders. Bachelor's Degree required...PrivateWork at office
$175k - $240k
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range... ..., and reports into the Executive Office.The Alternative Funds... ...real estate equity and debt, bank loans, asset-backed loans...PrivateWork at officeFlexible hoursShift work$135k - $240k
A global investment firm is seeking a Portfolio Manager in Newport Beach to manage opportunistic... ...The role involves evaluating public and private corporate debt, performing detailed... ...Candidates should have 2+ years in investment banking or credit research, strong analytical...PrivateFlexible hours- ...Private Client Banker You have a passion for taking care of our customers and employees... ...As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...Private
- ...model AI lab. Candidates must be based in Hong Kong or Taiwan and have at least 2 years of experience in hedge fund, private equity, investment banking, equity research, corporate finance, or venture capital. The role requires a commitment of at least 10 hours per week...PrivateRemote job10 hours per week
- ...coordinator for a Financial Advisors / Private Wealth Advisor Team. As part of the sales... ...orchestrates all business operations and execution for the team. The Team COO will be... ...initiatives and marketing, implementing client investment strategies, and overseeing Financial...PrivateWork experience placement
$127k - $160k
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...organizational vision and values executing consistently to drive business results Communicates... ...financial decisions. Enterprise Talent Leader: Assesses talent and builds bench...Full timeWork at officeLocal areaFlexible hoursShift workWeekend workDay shift$80k - $90k
About Us We are a fast-growing, private equity-backed medical aesthetics platform expanding... ...closely with PE ownership, Finance & Executive leadership, and the accounting team to... ..., corporate finance, consulting, or investment banking experience looking to grow into a...Private- ...Management and involves managing internal audits, leading risk assessments, and supporting executive reporting. The ideal candidate has extensive experience in internal audit within banking, along with relevant certifications. Join a well-established regional bank with top-...
$126.4k - $267.5k
...Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits Required Qualifications 10 plus... ...oral and written communication skills Effectively present to Private Bank leadership and advisors around Custom Credit Strong credit...PrivateShift workDay shift$150k - $165k
...Range: $150,000.00 – $165,000.00 annually Boardwalk Investments Group, LLC ("Boardwalk") is a privately held commercial real estate investment company. Headquartered... ...(dealing with brokers, appraisers, escrow companies, banks, private lenders, etc.) Ensure compliance with lender...PrivateWork at office- ...entities, including workpaper preparation, bank and brokerage reconciliations, JE’s,... ...reporting packages for Principals including investments, real estate, sources and uses of cash.... ...Coordinate annual audit for a private foundation. Requirements Bachelor's degree...PrivateWork at office
$191k - $253k
...strategic and experienced finance leader to drive growth through... ...them from inception to execution. About the Job The ideal candidate... ...financial institutions and investment banks relating to project funding.... ..., investment banking, private equity or similar, with direct...Private
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