UHNW Private Banking Team Leader
Citi Group
A leading global banking firm in New York seeks a seasoned Team Leader for its Private Banking division. The role requires a minimum of 15 years of experience managing UHNW and HNW client relationships, driving business growth, and leading a team. Candidates must possess deep knowledge of bank products and a proven record in relationship selling. A Bachelor's degree is required, with a Master's preferred. The position offers a competitive salary range and comprehensive employee benefits. #J-18808-Ljbffr Citigroup Inc.
- ...leading global financial institution in New York seeks a Team Leader for Senior Banker professionals to drive revenue growth and client acquisition strategies in the UHNW market. This role demands extensive Private Banking experience, excellent communication skills, and the...Private
$250k
...financial services corporation is seeking a Banker Team Leader to manage senior Banker professionals, focusing on growing business with UHNW and HNW clients. The role demands over 15 years of experience in Private Banking, with responsibilities including driving revenue,...Private- ...an experienced professional to provide strategic financial advice within its Private Banking sector. The role requires over 15 years of proven experience and a deep understanding of the UHNW market. The candidate will focus on building long-term relationships with clients...Private
$220k - $415k
Deutsche Bank is seeking a Relationship Manager for the LATAM market based in New York and Miami. This role focuses on developing and... ...financial targets. Candidates should have extensive experience in private banking and be fluent in Spanish and/or Portuguese. The salary...Private- ...Description Job Description Flex is building the AI-native private bank for business owners . We’re re-architecting the entire... ...controls how money moves at scale. - High bar, low ego : Small teams, exceptional people, real ownership. - Speed over comfort :...PrivateLocal areaImmediate startRemote workFlexible hours
$115k - $270k
...lending opportunities, and ensuring compliance with credit and control procedures. Candidates should have 8+ years of experience in UHNW lending, possess strong communication and analytical skills, and ideally complete formal credit training. The expected base salary ranges...Private$120k - $150k
Brown Brothers Harriman is hiring a Client Manager for their Latin America Private Banking group. This role is essential in supporting clients with complex needs, leading operational functions, and managing client relationships. The ideal candidate should have over 7 years...PrivateWork at office- ...Collaborating with cross-functional teams, you will leverage cutting-... ...transformation deals. The leader owns large pursuit strategy end... ...driven servicing, personalized banking, and connected customer... ...within a globally known group # Private Health Insurance # Retirement...PrivateWork at officeRemote workHome officeFlexible hours
$92k - $135k
...you can trust. Our universe of public and private content includes equity research, company... ..., and Ireland. Come join us! About The Team Channel & Customer Research (CCR) delivers... ...services companies, including insurance, banking, and fintech. Reporting to the Head of...PrivateLocal area- A prominent financial institution in New York is seeking a Private Banker to develop and manage relationships with high-net-worth clients... .... This role involves integrating financial services including banking, trust, and asset management. The ideal candidate will have a...Private
- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth... ...families. Candidates must have over 8 years of experience in private banking, possess fluency in Mandarin, and hold Series 7 and 66 licenses...Private
$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients... .... This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and...Private- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with... ...ideal candidate will have over 10 years of experience in private banking, strong communication skills, and be fluent in both English and...PrivateFull time
$142.5k - $210k
A global financial institution is seeking an experienced professional to lead strategic partnerships in their Private Bank division. This role requires a minimum of 5 years of experience in strategic roles, exceptional analytical and negotiation skills, and the ability...Private- Citizens Bank is seeking a highly experienced Professional to fill the position of East Coast - Private Bank Office Regional Lead. This role involves overseeing private banking offices and building strong relationships with clients across key markets like New England,...PrivateWork at office
- A global financial institution is seeking a Private Bank Supervisory Manager in Asset & Wealth Management to oversee compliance, manage high... ...essential for this influential role that interfaces with both teams and senior management. Strong analytical capabilities and...Private
$191k - $239.56k
...Job Title: Market Leader, Innovation Banking Location: New York, New York What you'll... ...division's strategic plan and guiding your team in its efforts to meet the Bank's... ...of the team's general portfolio of the Private Banking team, as part of the greater Regional...Private$192k - $288k
...$288,000.00/yr Overview The Private Banker Sr. Lead is a strategic... ...connections to the Citi Private Bank. Effectively manage client... ...the Citi Private Bank. Help team members acquire the experience... ...Private Banking having covered the UHNW market / Extensive experience...PrivateFull time- ...institution is seeking a Senior Product Designer to shape the future of private banking through innovative UX/UI design. In this role, you will... ...-quality design assets, and collaborate with cross-functional teams. The ideal candidate has 7+ years of experience in product...Private
- ...leveraging market insights and client feedback to expand BNY's private banking client base. Cultivate and maintain strong client... ...delivering personalized financial solutions. Liaise with internal teams to support seamless product delivery and sales execution. Partner...Private
$65k - $180k
East West Bank is seeking a Private Banker to build and maintain business relationships with high-value clients. The successful candidate will assess clients' financial situations, open new accounts, and ensure compliance with banking standards. The position requires a...Private$300k
...coverage to institutional capital clients (private equity and family office), to include... ...management duties as specified by manager and team. Locations: New York, Atlanta, Charlotte,... ...for winning Capital Markets and Banking solutions or other advisory services that...PrivateWork experience placementWork at office$100k - $130k
Our client is an industry-leading private equity company based in New York City. They are seeking a Team Coordinator - Finance to join their finance team. The position... ...when necessary, and tracking to avoid errors. Banking Assistance: Assist the Finance and Legal teams...PrivateWork at office- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...Private
$168k - $191.7k
Director, Treasury Management Team Lead - Corporate Banking Sponsor & Specialties Join to apply for the... ...Media & Telecom, Food & Beverage and Private Equity Sponsors to identify cross-sell... ...communicate and influence other key leaders within the bank on key TM strategic needs...PrivateFull timePart timeLocal area$115k - $270k
...individualto oversee and advise private clients and family... ...investment management, banking, and comprehensive... ...foundations and endowments. PWM Teams work one-on-one with... ...Ultra-High-Net-Worth (UHNW) clients and family... ...the firm as a thought leader. Team Leadership and Mentorship...PrivateFull timeTemporary workPart timeWork at office- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...Private
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of... ...full-time position offers the opportunity to significantly impact client experiences in the banking industry. #J-18808-Ljbffr Valley BankPrivateFull time
$110k - $135k
...Assistant Vice President - Operations Division: New York Private Bank & Trust Reports To: Senior Vice President - Operations Employment... ...closely with Internal Partners Investment Management Team Relationship Managers Division Compliance Officer Corporate...PrivateFull timeWork at office$275k
...Investment Banking Professional Responsible for providing client relationship management... ...advisory services to corporate and private equity clients related to buyside and sellside... ...transaction execution, including organizing teams and handling engagement with internal and...PrivateWork experience placementBank staff
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