Senior Investment Counselor, UHNW Private Banking
Citi
Citi Private Bank in Costa Mesa, CA is seeking an Investment Counselor Sr. Lead to manage ultra-high net worth client relationships, provide investment guidance, and grow the practice across currencies and asset classes. You will collaborate with bankers to identify opportunities and ensure compliant, high-touch service. The role requires extensive investment advisory experience, advanced degrees or equivalents, and strong analytical judgment. #J-18808-Ljbffr Citi
$250k
...000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional... ...internally, often at a senior level. Some external communication... ...for the area. Citi Private Bank’s objective is to further...PrivateFull timeLocal area- ...Beach, CA. We are looking for a Senior Accountant to join our team... ...and aggregate fund and investment cash flow projections and capital... ...Assist in establishment of new bank accounts and banking... ...combining public accounting and private equity real estate (CPA preferred...SeniorPrivate
$250k
## Managing Director, Private Banker, Orange CountyApplylocations... ...Mgr manages a team of senior professionals. The job... ...strategy for UHNW target names. Thus thorough... ...broad financial & investment goals related to the creation... ...of the Private Bank.* Help team members acquire...PrivateFull time- ...unique brand of relationship banking and fostering a culture where... ...solutions. About the Role: A Senior Wealth Advisor is an... ...Client Service Specialists, Private Bankers, and Wealth Strategists... ...on comprehensive planning and investment strategies consistent with...SeniorPrivateImmediate start
- United States Digital Space LLC is seeking a senior private banking professional in Newport Beach, CA, to acquire new clients, deepen relationships... ...banking experience, and a proven ability to manage $3M+ investable assets, with leadership and collaboration across the team....SeniorPrivate
- ...Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal...Senior
$150k - $230k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over... ...like real estate, entertainment and media, private equity and venture capital, and high-... ...situation by gathering information regarding investments, asset allocation, savings, tax planning...PrivateFull time$250k
...Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California.... ...managing a team of professionals while serving UHNW clients through strategic financial... ...demonstrate strong leadership in private banking and the ability to build enduring client...Private$250k
...Switzerland) AG is seeking a Managing Director, Private Banker for Costa Mesa, California. This role involves leading a team to grow the UHNW client business and achieve revenue... ...have over 15 years of experience in Private Banking, focusing on relationship sales and client...Private- Business Development Manager This rapidly growing, family-owned restoration company is seeking an experienced Business Development Manager to help expand its referral network and build out its commercial presence across Southern California. With revenue growing toward $...PrivateFull time
$200.72k - $301.08k
The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in... ...to negotiate internally, often at a senior level. Developed communication and diplomacy... ...of work within the team/project.The Private Bank at Citi (CPB) is part of the...PrivateFull timeLocal area$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...agreements, merger agreements, bank finance agreements, and... ...in navigating complex growth, investment and divestiture scenarios. Our...SeniorPrivateLocal areaVisa sponsorship- Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in... ...Financial Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align...SeniorPrivate
$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and... ...connections to the Citi Private Bank. Effectively manage... ...achieve broad financial/investment goals related to the... ...having covered the UHNW market / Extensive experience...PrivateFull time- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth... ..., marking the initial engagement of bank-only clients with Wealth Management.As a... ...about the various products and platforms (investment, insurance, charitable, educational) available...PrivateWork at office
$117k - $175k
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...and monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely... ...hedge fund, yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateFull timeWork at officeDay shift$100k - $150k
...such as general ledger postings, payroll, bank reconciliations, write-ups and... ...profitabilityProvide comprehensive tax advisory services to private equity executives on carried interest... ...insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO...SeniorPrivateLocal area$116k - $216k
..., Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted... ...platform which includes traditional bank products and capital markets executions.... ...interest rate management, syndications, private equity, subordinated debt, deposits, leasing...SeniorPrivatePermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift- ...Bank of America in Newport Beach, CA is seeking a seasoned Commercial Banker to manage a large portfolio of mid-market clients (annual... ...statements, provide advisory services, and coordinate with Investment Banking, Foreign Exchange and Wealth Management to deliver cross...Senior
- Flagstar Bank’s Private Banking team in Beverly Hills seeks a Financial Planner (CFP®) to deliver comprehensive, goals-based financial planning... ...-net-worth clients. You will work with private bankers and senior planners to develop analyses, prepare recommendations, and...Private
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions... ...shape deal strategy, validate the investment thesis, and improve odds of value... ...investment managers, broker-dealers, banks, insurance companies, mutual funds...SeniorPrivateOdd jobWork experience placementLocal area$99k - $150.8k
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...of experience in each of the following:o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience...PrivateFull timeWork at officeFlexible hoursDay shift- BMO U.S. is seeking an experienced credit professional for commercial banking loans and credit solutions. You will analyze credit information, structure loans, and support lending decisions across an assigned client portfolio, while maintaining high levels of client service...Senior
- BMO Financial Group is seeking an experienced commercial banking professional to analyze credit information and support lending decisions for a diverse client portfolio. You will assess repayment capacity, structure loans, and sign off on approvals within policy guidelines...Senior
- ...financial planning and individualized investment management services. The firm... ...whether that experience was built in private equity, tax, banking, accounting, law, or another related... ...environment. You'll work closely with senior advisors and the firm's leadership team...PrivateWork at office
$129k - $171k
...Senior Financial Analyst, Corporate Finance Anduril Industries... ...initiatives and real estate investments. Conduct thorough balance... ...a corporate FP&A, investment banking or consulting environment.... ...annual contribution toward your private health insurance for you and...SeniorPrivateFull timeWork experience placementRelocation package$80k - $85k
...Partners, LLC is a relationship-driven investment bank focused on serving growth companies and... ...in Newport Beach, California, Roth is a privately held, employee-owned organization and... ...and identifying key risks or issues for senior banker review Review and guide the work...PrivateWork at office$140k - $235k
Job Description:At Bank of America, we are guided by a common purpose... ...segment is seeking a Senior Relationship Manager to join... ...advisory services to public and private healthcare companies with annual... ...works closely with Global Investment Banking. The team brings deep...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$210k - $260k
...cloud adoption. They also collaborate with senior clients (up to C-suite) across technology and... ...and efficiencies across the North American Banking Sector (e.g. public, private, cooperative, asset & wealth management, investment banking)Help to drive enterprise-scale...Private- ...of resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address product/service... ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...SeniorFlexible hours
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