UHNW Investment Strategist — Private Banking Advisor
Citibank (Switzerland) AG
Citi Private Bank in Houston seeks an Investment Counselor Principal to deepen relationships with ultra-high-net-worth clients, oversee investment solutions, and deliver market guidance. You will engage clients across currencies and asset classes with disciplined risk management and advanced analytics. The role rewards entrepreneurial leadership, collaboration with internal partners, and stringent compliance to safeguard the firm and clients while expanding cross-border opportunities in a #J-18808-Ljbffr Citibank (Switzerland) AG
$90k - $120k
...View and OCIO teams, supporting investment risk and liquidity management... ...both public and private market exposures.• Support the... ...collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory... ...and the leading universal bank in Switzerland. We also provide...PrivateFull timeFlexible hours- ...Private Equity Fund Admin VPJ.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $9...PrivateWork at office
- ...directly with senior leaders to make smart investment decisions, improve operational rigor,... ...Management (F&BM) Associate in Global Private Bank Technology, you will help define where... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...PrivateShift work
- JPMorganChase Alternative Investment Services delivers high-quality outsourced administration and banking services to alternative asset managers and institutional investors... ...Services clients, with secondary coverage of Private Equity vehicles. You will be accountable for...PrivateWork at office
$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full... ...Be a problem solver, trusted advisor, and partner to the people... ...client base with up to $2M in investable assets. The PCB helps new and... ...Investment Services, Private Bank, Mortgage or Business Banking...PrivateHourly payWork experience placementDay shift$158.31k - $193.49k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs...PrivateTemporary workWork experience placementLocal area- ...US GAAP and IFRS4+ years’ experience in private equity and/or hedge fund accounting... ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial... ...Asset Management provides individuals, advisors and institutions with strategies and...PrivateWork at office
- Trustmark Corporation seeks a Lending Operations Specialist to support Private Banking Relationship Managers across the footprint. The role focuses on loan underwriting, covenant compliance, and loan documentation. It works with construction progress reviews to ensure funded...Private
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing... ...years of age. Acknowledge ( Bank of America employees are... ...clients to review financial and investment goals, building a financial... ...Corp.”). Bank of America Private Bank is a division of Bank of...PrivateTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Private Banking Relationship Manager I/II Provide concierge-level delivery of financial services through superior hands-on contact for... ...clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. THIS...PrivateWork experience placement
$200k - $260k
...possesses a distinguished record as a trusted risk and control advisor to senior management and values the impact a high... ...Ideally, this includes global custody, asset servicing, private banking, lending, investment management and knowledge of information technology/security...PrivateFull timeWork at officeLocal area- Description Summary The Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a... ...relationship management experience in banking, investment management, or insurance products and...PrivateWork at officeRemote workWork from homeFlexible hours
- ...supporting front office Finance or investment management teamsStrong... ...we are a leader in investment banking, consumer and small business... ...leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with...PrivateWork at office
- ...Location: Tulsa -TUL Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions...Private
$105k - $175k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...net-worth investors to create customized investment strategies in partnership with Senior... ..., most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift- ...often (in days) to receive an alert: Private Wealth Banker Location: Tulsa -... ...TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank... ...Based Summary Acting as a trusted advisor, finding and recommending the right...PrivateLocal area
$37 - $65.5 per hour
...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby... ...risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'...PrivateTemporary workWork experience placementImmediate start- ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby... ...risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'...PrivateTemporary workWork experience placementImmediate start
- Description Summary The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for... .../sales/relationship management experience in banking, investment management, or insurance products and services for high or...PrivateWork at officeRemote workWork from homeFlexible hours
- ...Product Designer Are you ready to help shape the future of private banking for advisors at the world's premier global financial institution? We'... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...Private
$100k - $170k
AWM, External Investing Group, Early-Stage Capital, Investment Associate... ..., foundations, financial advisors and individuals. External Investing... ...solutions across leading private equity funds, co-investment... ...of experience in investment banking, management consulting, venture...PrivateFull timeTemporary workPart timeWork at office- ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to... ...experts in small business, lending, and investments + Manages financial center traffic, appointments... ...("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
$180k - $260k
...Allocator One Group is a global investing platform redefining how institutional capital reaches private markets. We operate through... ...oversee reconciliation protocols: bank accounts, custody statements,... ...external auditors and tax advisors. Own quarterly/annual close process...PrivateRemote work- ...with highly experienced bankers who truly invest in people’s success — today and tomorrow.... ...Capital was recently named Best Regional Bank 2024 by Bankrate and was named to The... ...Capital Bank. This position will support the Private Wealth line of business within the bank....PrivateWork at officeImmediate startDay shift
$170k
...the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family‑owned companies, private equity sponsors and major corporations, through dedicated banking teams...PrivateWork at officeLocal areaRemote work$150k - $200k
## Public Finance Investment Banking Director - Senior LivingApplyremote type: In Officelocations: Minneapolis, MN - HQ: Chicago, IL: Ohio:... ...expertise. Our core business is partnering with not-for-profits, private developers, and state and local governments to raise capital...PrivateLocal area$116k - $216k
...Business Technology Senior Manager for Core Banking & Platform Portfolio Management is a... ...effectively with Product and the Chief Investment Office to translate strategy into roadmaps... ...management, market data, performance, private investments) from requirements/vendor selection...PrivateWork at officeFlexible hours$180k - $254.8k
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...is responsible for supporting Merrill advisors who are interested in addressing their... ...and estate planning topics such as investments, retirement planning, educational planning...PrivateWork experience placementWork at officeWork from homeShift workDay shift- The purpose of this job is to collaborate with the Private banking Relationship Managers across the footprint on deal structure, underwriting... ...encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal...Private
- ...of Interest: Consumer Banker; Branch Business Banking; Consumer Banking; Consumer Lending Pay Transparency... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking...PrivateLocal area
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