Private Banking AVP: Client Growth & Strategy
$90.08k - $135.12kCiti Group
Citigroup Inc. is looking for an experienced Associate Banker Senior in Miami, Florida, to provide comprehensive support to clients. This role involves managing client inquiries, assisting in building relationships, and ensuring compliance with KYC/AML regulations. The ideal candidate will have 5-8 years of relevant experience, strong analytical skills, and fluency in both Spanish and English. The offered salary ranges from $90,080 to $135,120, along with competitive benefits. #J-18808-Ljbffr Citigroup Inc.
- ...an experienced professional to manage client processes and drive new business development... ...ideal candidate will have 12+ years in private banking or complex financial services,... ...deliver comprehensive wealth management strategies, working alongside a dedicated team in...Private
- ...Associate Banker SAFE Act, Assistant Vice President. This role involves assisting the Banker in creating revenue growth strategies, prospecting new clients, and managing existing client relationships. The successful candidate will have 5-8 years of experience, knowledge...Private
- Citibank (Switzerland) AG in Miami seeks a seasoned Client Tax Service Officer (Assistant Vice President) to lead a new CTS team.... ...tax documentation, respond to tax queries, and coordinate with Private Banking and Tax Operations to ensure compliant forms and timely...Private
$110k - $215k
...This position is responsible for expanding client relationships by identifying... ...their financial needs and the full array of Private Bank capabilities, establishing and deepening... ...impact and contribute to the sustainable growth of our business and the communities we serve...PrivateShift workDay shift- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client... ...opportunity for those committed to continuous learning and professional growth, emphasizing a collaborative work environment in Miami, Florida....Private
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...individuals, advisors and institutions with strategies and expertise that span the full...PrivateWork at office
$50k
Overview The AVP; Relationship Manager in the International Banking Center is responsible for attracting new clients & identifying potential prospects within established portfolio in... ...work experience in international/retail/private banking branch environment. Series 6...PrivateWork experience placement$275k
...Overview Flex is building the AI-native private bank for business owners. We’re re-architecting... ...a strategic and hands‑on Head of Growth Marketing to build and scale a modern growth... ...align on ICPs, pipeline goals, and campaign strategy. Act as the owner of Flex’s self‑serve...PrivateImmediate startRemote workFlexible hours- ...Private Banker Location: Miami, FL Our client, a prestigious international financial institution... ...record in private banking, with experience in business... ...customized financial strategies. Collaborate with... ...ability to drive revenue growth. If you meet the...Private
- ...Time Industry: Investment Banking / Financial Services... ...Banking Analyst role on our private job board — available... ..., due diligence, and client presentations. This... ...thrive in fast-paced, high-growth environments and want... ...bankers to support client strategy and transaction...PrivateFull timeInternship
$123.75k
...looking for an experienced, client‑facing Financial... ...recommend appropriate strategies, deliver portfolio reviews... ...; partner with Private Bankers and Relationship... ...wealth advising, private banking, brokerage, or... ...reviews, revenue and AUM growth. Relationship management...Private$120k - $250k
...and create long-term client relationships, we want... ...implements tax-efficient strategies, and cultivates... ...mortgage lending, insurance, banking, real estate, luxury... ...Elite mentorship Clear growth opportunities Wealth... ...Management Banking & Private Banking Real Estate Sales...PrivateFull timeWork at officeAfternoon shiftWeekday work$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...tailored wealth management strategies. Private Bankers are... ...deliver quality Private Bank client relationships (solutions... ...to generate revenue growth and to acquire new...PrivateFull time$123.75k
...Advisor is an experienced, client‑facing Financial... ...prospects on investment strategies aligned with their... ...recommendations, and drive asset growth. The ideal candidate... .... Partner with Private Bankers, Relationship... ...wealth advisor, private banking, brokerage, or investment...PrivateContract workShift work$123.75k - $225k
Santander Consumer USA Inc. in Miami, Florida, seeks a Private Banker responsible for providing exceptional service to affluent clients with substantial investable assets. The role involves expanding and retaining client relationships while also acquiring new clients....Private- Valley National Bank in Miami is looking for a dedicated professional to enhance client banking experiences by developing strong relationships and providing exceptional... ...support operations within the International Private Banking Division. #J-18808-Ljbffr Valley National...Private
- ...AWM, Private Bank, Regional Lending Advisor, Vice President - Miami Miami... ...) , Goldman Sachs empowers clients worldwide to reach their financial... ...each client’s broader wealth strategy. Our lenders and specialists... ...for driving lending growth and delivering sophisticated...PrivateWorldwide
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- Citi in Miami is seeking an experienced Associate Banker Senior to provide top-tier service support to clients and manage complex inquiries. The role demands strong analytical skills and the ability to develop client relationships while ensuring compliance with regulations...
$90.08k - $135.12k
...Provide complete service support to client, including solving complex client... ...converting prospects into Citi Private Bank clients. Assist the Banker in... ...creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients...PrivateFull time- ...talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the...Private
- ...responsible for managing the Bank’s mutual fund and ETF... ...the Bank’s investment strategy and corporate framework... ...initiatives, including client events, training... ...to support individual growth, operational excellence... ...#J-18808-Ljbffr Santander Private Banking InternationalPrivateLocal areaImmediate start
$135k
...Financial Advisors and drive the growth of the firm's U.S. domestic... ..., AUM, net new assets, client acquisition, and product penetration... ..., high-net-worth, and private banking client segments. The... ...will execute the US Wealth strategy by strengthening advisor performance...PrivateHourly payContract workWork experience placementShift work- ...company's infrastructure growth and long ‑term financial strategy. Working alongside senior... ...and regularly engage with banks, investors, and capital partners... ...investments, client contracts, and continued growth... ...banking, project finance, private equity, corporate finance,...PrivateTemporary workWork at office
- ...leading investment management and private banking solutions. Wealth Management... ...innovative and forward-thinking strategies, working closely with advisors to help clients make well‑informed decisions... ...Contribute to the ongoing strategy and growth of the executive compensation...PrivateWork experience placementBank staffWork at office
$200k - $300k
...them/convert prospects into clients. Demonstrate an in-depth understanding... ...connections to the Citi Private Bank. Effectively manage client... ...to ensure that financial strategies are appropriate. Uncover... ...activities to maximize revenue growth and client satisfaction. Establish...PrivateFull time- ...& Wealth Management, Private Wealth Management - Miami... ...Sachs helps empower clients and customers around the... ...management, banking, and comprehensive advice... ...Wealth Management, our growth is driven by a relentless... ...and deliver customized strategies drawn from our deep investment...PrivateWork experience placement
- City National Bank (CNB) in Miami Beach is looking for a Universal Banker Senior to deliver exceptional client service and assist with transactions. This role involves cross-selling bank services and ensuring compliance with security measures. The successful candidate...
- ...Overview At Bank of America, we are guided by a common purpose... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...preferences, and overall wealth strategy, being responsive to... ...Required Skills 12+ years of private banking or complex...PrivateWork at officeShift workDay shift
- ...solutions to empower the client and advisor... ...investment management, banking and comprehensive advice... ...Wealth Management, our growth is driven by a relentless... ...technology, data and design. Private Wealth Management (PWM... ...deliver customized strategies drawn from our deep...PrivateWork experience placement
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