Senior Private Banking & Wealth Strategy Leader
Jobleads-US
Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management.
The ideal candidate will have over 15 years of experience in Private Banking and a strong track record of success working with ultra-high-net-worth clients. This position offers comprehensive employee benefits, including medical coverage and a 401(k) plan.
#J-18808-Ljbffr Jobleads-US$104k - $168k
...Senior Wealth Management Banking Specialist (SAFE) At Wells Fargo, we are looking for talented people... ...consumer banking, mortgage banking, or private banking experience, or equivalent... ...motivated: ability to proactively execute strategies to deepen and broaden relationships...SeniorPrivateWork experience placementWork at officeImmediate start- ...Private Wealth Planner The Private Client experience at J.P. Morgan... ...marking the initial engagement of bank-only clients with Wealth... ...on both simple and complex strategies. You will work collaboratively... ...work closely with market leaders & practice partners without...PrivateWork at office
$180k - $200k
...Private Banking Team Lead Location: Peninsula / San Francisco... ...Leadership Track Senior candidates may be... ...expanded producing Area Leader designation, with... ...role in shaping regional strategy alongside executive leadership... ...in private banking, wealth management, or...PrivateFlexible hours- JPMorgan Chase & Co. in Mountain View, CA is seeking a Private Client Banker responsible for managing relationships with affluent clients... ...should have at least one year of experience in Branch Banking, a high school diploma, and be adept at client acquisition. Compliance...Private
- ...Advisory Business Unit Consumer & Community Banking Posting Date 12/01/2025, 06:27 PM Job... ...be at the heart of delivering exceptional wealth management services to ultra-high net worth... ...fund orders, fixed income trades and private investments Provide support across a diverse...SeniorPrivateFull timeLocal area
$109.12k - $163.68k
...in the creation of sales and marketing strategies designed to generate revenue growth... ...pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients... ...equivalent experience Job Family Group Private Client Coverage Job Family Private...PrivateFull time$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time- JPMorgan Chase & Co. seeks a Private Client Banker in Sunnyvale, California, responsible for managing affluent clients' banking relationships. You will build lasting relationships and ensure the best products and services for every client's needs, helping them navigate...Private
- ...role sits at the center of supplier strategy and execution, partnering across Procurement... ...stakeholder management skills across senior and matrixed teams. Preferred... ...over 200 years and today we are a leader in investment banking, consumer and small business banking,...SeniorContract work
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...success and the goals of the bank, while fostering a culture of... ...out-of-the-box thinking we're known for as a global leader. Chase
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply... ...’ success and the goals of the bank, while fostering a culture of diversity... ...the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase$100k - $275k
...professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services. Applicants must...SeniorPrivate- ...The Private Banker Sr. Principal is an internally... ...Is a true thought leader who develops new... ...externally at a senior levels.... ...technical approaches and strategies for the area. Responsibilities... ...and sources of wealth generation.... ...the Citi Private Bank. Effectively...Private
$250k
...that determine technical approaches and strategies for the area. Responsibilities... ...new ultra‑high net worth clients to Citi Private Bank. Build and manage a successful practice... ...traditional and alternative investments with wealth planning and private banking services...PrivateLocal area$390k
Considine Search seeks experienced attorneys for their Private Funds Group in San Francisco, CA. You will handle high-profile matters, contributing to the formation and operation of private funds while enjoying a collaborative culture. The firm offers industry-leading benefits...SeniorPrivate- ...Private Banker We are actively looking for exceptionally... ...Morgan's U.S. Private Bank. If you have an... ...preserving and managing their wealth. You will use your... ...years and today we are a leader in investment banking,... ...and institutions with strategies and expertise that span...PrivateTemporary workWork experience placementLocal area
- ...Citi Private Bank - Uhnw Banker - San Francisco & Palo Alto Working... ...negotiate internally, often at a senior level. Some external... ...determine technical approaches and strategies for the area. Responsibilities... ...' businesses and sources of wealth generation. Anticipate events...Private
- ...Senior Strategy And Pricing Analyst Palo Alto, California Workato delivers enterprise infrastructure... ...AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of... ...00 recognized us as one of the top 100 private cloud companies in the world...SeniorPrivateContract workRemote workFlexible hours
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...Come join the Services Finance team, as a Senior Finance Manager leading the SMB Lending... ...that drive and inform our go-to-market strategy (e.g. promotion, pricing, new sales... ...tenure in corporate finance, investment banking, private equity, or management consulting — with...SeniorPrivate- ...Vice-President - Wealth Planner Wealth Planning & Advice is a... ...entities (operating businesses, private foundations, etc.). Our role... ...of various investment, banking, and lending products and platforms... ...to establish regional strategies, and advising on strategy execution...PrivateWork at officeLocal area
- ...technology firms in the world. As a Senior Principal Architect at... ...within Corporate and Investment Bank Technology, you will spearhead... ...intersection of technology and business strategy. You will collaborate with internal teams and business leaders alike, creating strategically...Senior
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client service... ...OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO...
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...Bank of America is seeking an experienced investment banking advisor based in Palo Alto. The role involves supporting transaction mandates for large corporate clients, leading due diligence processes, and preparing client materials. Candidates must possess a Master's...Senior$176.03k - $225k
...Senior Credit Business Analyst Join us in building... ...largest transfer of wealth in human history. If you... ...with cross-functional leaders, contribute to high-... ...actionable insights and new strategies to improve business... ...of credit -card and banking customers. Perform...SeniorWork at officeRemote workFlexible hoursShift work3 days per week$37 - $65.5 per hour
...than a financial services leader - we're a global... ...Wells Fargo is seeking a Senior Branch Premier Banker (... ...primary point of contact for banking products and services... ...financial strategies. You will own and actively... ...internal partners across Wealth, Home Lending, and Business...SeniorTemporary workWork experience placementImmediate start- Bear Robotics, Inc. in Redwood City is seeking a Senior IT Manager to lead the IT function for a dynamic and growing company. You will own the IT strategy, governance, and security as the company's most senior IT authority. The ideal candidate has over 7 years of IT experience...Senior
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Intuit Inc. is hiring a Principal Service Experience Strategy for the Mid-Market segment in Mountain View, California. This pivotal role involves establishing a comprehensive service experience strategy while collaborating with cross-functional teams to enhance customer...Senior- Wilson Sonsini Goodrich & Rosati is seeking a Senior Pricing Manager to lead pricing requests and manage a team of analysts. This role involves developing innovative pricing strategies and collaborating with cross-functional teams to drive firm profitability. Available...SeniorRemote job
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Palo Alto Networks, Inc. is seeking a Principal Strategist to lead strategy development in Network security. This role will impact the overall success of a leading cybersecurity business and requires over 12 years of relevant experience, notably in enterprise tech GTM...Senior$229.3k - $344.9k
Apple Inc. is seeking a Senior PR Manager of Health for its Communications team. The successful candidate will lead communication strategies for health products, driving awareness through relationships with media and influencers. Essential qualifications include 15+ years...Senior
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