UHNW Investment Strategist - Private Banking Director
Citi Group
Citi Private Bank is seeking an Investment Counselor Principal to strengthen ultra-high-net-worth client relationships in the US. The role delivers bespoke investment guidance and solutions across traditional and alternative assets with cross-border capabilities. Experts in portfolio construction, risk assessment and wealth planning will help optimize client service and grow the practice through collaboration with internal partners. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the UHNW Investment Strategist - Private Banking Director in Houston, TX vacancy
$200k
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build...PrivateFull timeLocal area- Goldman Sachs Bank AG is seeking a Private Wealth Advisor for its Houston location. This role emphasizes building client relationships and delivering... ...resources to provide comprehensive advice and exclusive investment opportunities. The position promotes a culture of...Private
- ...Wealth Strategist Houston, Texas;Dallas, Texas To... ...age. Acknowledge ( Bank of America employees are... ...wealth management and investment products and services for... ...Description: The Private Wealth Strategist, part... ...Advisory Group, works with UHNW individuals and...PrivatePrivate practiceWork at officeWork from homeShift workDay shift
Bank of America
Houston, TX2 days ago $150k - $250k
...services to its clients including brokerage, investment advisory, financial and wealth planning... ...trust services. Morgan Stanley Private Bank, NA is seeking a high potential sales... ...ability with PBs, MSSB Division Directors, FAs, Branch Managers, Clients, Product...PrivateFull timeTemporary workLocal areaImmediate start- Bank of America is seeking an experienced mortgage credit professional to underwrite and monitor custom loan... ...ultra high net worth clients within Global Wealth and Investment Management. You will collaborate with private banking teams and credit partners, analyze complex...Private
- ...globally diversified investments for select clients who... ...closely with the Managing Director/Head of the Houston... ...grow relationships with UHNW clients, including... ...executive roundtables, and private client seminars What... ...management, private banking, investment advisory,...PrivateWork at officeLocal area
Checchi Capital
Houston, TX1 day ago - ...strategies for ultra-high net worth families. You will leverage investment knowledge, financial planning, and banking products to advise clients and grow the client base. The ideal candidate has 6+ years in private banking or financial services, strong sales acumen, and a...Private
- Bank of America seeks an experienced underwriter for custom mortgage loans to ultra high net worth clients within Global Wealth and Investment Management. You will partner with private banking teams to analyze balance sheets, income statements, tax returns, and liquidity...Private
- ...a Relationship Executive on the Technology Fintech & Payments Banking team, you will be responsible for growing and retaining profitable... ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...
- A leading financial services firm is looking for a Private Client Advisor in Houston, Texas. You will provide comprehensive financial planning and investment advice while building valuable relationships with clients. The ideal candidate will have at least 2 years of experience...Private
- ...legacy of providing unparalleled banking services. Who You Are As a... ...provide exceptional banking, investment, and insurance services to businesses... ...- Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice President or Executive Director Business Banking Relationship...PrivateFull timeMonday to Friday
Frost
Houston, TX4 days ago - ...acquiring significant (generally $10 million investable) relationships by partnering with the... ...transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools... ..., in collaboration with the full Private Bank team, a Wealth Strategy for each client...PrivateBank staff
Fifth Third Bank, N.A.
Houston, TX3 days ago - ...Associate to manage client relationships within the Latin America Private Bank. This position entails exceptional client service, working... ...requests, and requires relevant licenses and 2+ years in investment management. The ideal candidate must be bilingual in Spanish...PrivateWork at office
- ...role focuses on maintaining and enhancing client relationships within the Latin America Private Bank segment. Candidates must possess FINRA licenses and have experience in the investment management industry, alongside proficiency in Microsoft Office Suite and fluent...PrivateWork at office
$100k
...clients over billable hours? A wealth strategist or private banker exhausted by steering every conversation... ...that transcend what most private banks, multi-family offices, trust companies... ...a family's net worth, insurability, & investable assets. That independence lets us do...PrivateHourly payFor contractorsWork at officeImmediate startShift workMosaic
Houston, TX6 hours ago$81.7k - $135k
...pivotal role where you will advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. You’ll develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout...PrivateSummer holidayImmediate startFlexible hoursErnst & Young Oman
Houston, TX3 days ago- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,... ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...PrivateWork at office
J.P. Morgan
Houston, TX17 days ago - ...employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Houston, TX. Job Details Job ID: R227660 PNC is an in‑office company that fosters...PrivateFull timeWork experience placementWork at office
PNC
Houston, TX18 hours ago - ## Senior Relationship Strategist - PNC Private BankApplylocations: TX - Houston (77056)time type: Full timeposted on: Posted Todayjob requisition... .... As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Houston, TX.PNC is an in-...PrivateFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Houston, TX5 days ago - JOB FUNCTION / SUMMARY Private Banker 4’s coordinates the integrated delivery of wealth... ...services to high net worth clients for investments, borrowing & liability management, risk... ...on client needs and in accordance with bank policy, then packages and presents loan...PrivateLocal area
- ...employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Houston, TX. PNC is an in-office company that fosters a supportive culture...PrivateFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Houston, TX6 days ago $180k - $200k
...Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures... ...Accounting or related field Strong technical expertise in Investment Partnerships and Private Equity Deep knowledge of...PrivateLocal areaFlexible hoursCreative Financial Staffing
Houston, TX1 day ago- ...with highly experienced bankers who truly invest in people’s success — today and tomorrow.... ...Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The... ...loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit...PrivateInterim roleLocal areaImmediate startDay shift
- PNC is seeking a Private Business Strategist in Houston, TX. This role involves engaging business owners, discussing business goals, and providing strategic financial planning guidance. The ideal candidate should have 8+ years of experience in the financial sector and possess...Private
- ...class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to... ...the opportunity to take your career to the next level. As an Investment Professional on the LATAM Mexico team (International Private...Private
- Kirkland & Ellis is seeking a Business Development Specialist - M&A/Private Equity in Texas. You’ll craft strategic client materials, manage M&A experience, and maintain accurate practice descriptions. The ideal candidate has over 5 years of relevant experience, strong...PrivateFlexible hours
- ...asset servicing, asset management and banking services, Northern Trust (Nasdaq:... ...Expertise, and Integrity. Role Overview The Private Wealth Director leads and cultivates client... ...Review client accounts to assess banking, investment, and advisory needs; anticipate and create...PrivateTemporary workH1b
001 The Northern Trust Company
Houston, TX4 days ago - ...As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining,... ...written and verbal) in Portuguese ~3+ years of experience in the investment management industry Preferred qualifications,...PrivateWork at office
- ...expat relocation package. The ideal candidate will have a Bachelor's degree and at least 10 years of experience in Private Equity or Investment Banking. Key responsibilities include assessing portfolio performance and developing Value Creation Plans. #J-18808-Ljbffr...PrivatePermanent employmentFull timeRelocationRelocation package
- ...Investment Banking Managing Director About the Company High performing, growth oriented investment banking firm specializing in middle market... ...transactions. Industry Capital Markets Type Privately Held About the Role The Company is seeking an...Bank staff
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Investment Strategist - Private Banking Director. Be the first to apply!
Related searches
- strategy consultant Houston, TX
- senior brand strategist Houston, TX
- account strategist Houston, TX
- business strategist Houston, TX
- workplace strategist Houston, TX
- media strategist Houston, TX
- design strategist Houston, TX
- investment strategist Houston, TX
- senior strategy consultant Houston, TX
- brand strategist Houston, TX