Associate Private Banker - Client Growth & Strategy
$109.12k - $163.68kCitigroup Inc.
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior wealth management experience and relevant financial service certifications. The salary range is $109,120.00 - $163,680.00, complemented by comprehensive benefits including medical, dental, vision coverage, and 401(k). For more details about benefits, visit citibenefits.com. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Associate Private Banker - Client Growth & Strategy in Palo Alto, CA vacancy
$250k
## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto... ...and executes functional strategies for the market under management... ...entails growing the existing client business, along with an... ...achieve overall team revenues and growth objectives.* Take the lead...Private clientFull timeCitigroup Inc.
Palo Alto, CA3 days ago$109.12k - $163.68k
The Associate Banker SAFE Act LO is a seasoned professional role. Applies... ...of sales and marketing strategies designed to generate revenue growth and to acquire new target clients Partner with Banker on prospecting... ...Job Family Group Private Client Coverage Job Family...Private clientFull time$235k
...multiple junior, mid-level, and senior associates to join its Emerging Growth & Venture Capital group. The... ...support transaction preparation and strategy.Legal Writing: Draft well-written,... ...strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate...SuggestedFull timeWork at officeRelocationRelocation packageDLA Piper
Palo Alto, CA5 days ago$225k - $260k
...-tier leader in both public and private M&A transactions. We deliver unparalleled... ...deep market insight, we help clients navigate high-stakes transactions, fostering growth and creating value, solidifying... ...currently looking for a junior associate who has 1 - 3 years' experience...Private clientContract workWork at officeWorldwideWhite & Case LLP
Palo Alto, CA1 day ago- ...multinational corporations, private equity firms, and banks, across... ...representing emerging growth companies and their founders... ...sophisticated public and private clients. Key duties include leading... ...interests are represented. The associate will regularly work within large...Private client
$150k - $180k
Responsibilities As a GTM Strategy Associate at Triumph, you'll work directly with the Head of Procurement and New Vertical Strategy on the categories... ...scope. New verticals are where the company is placing its growth bets, and you'll help shape which ones we take. Competitive...Work at officeShift work- ...The Private Banker Sr. Principal is an internally and externally recognized... ...technical approaches and strategies for the area.... ...them/convert prospects into clients. Demonstrate an in-depth... ...activities to maximize revenue growth and client satisfaction....
Citi
Palo Alto, CA4 days ago $125k - $185k
...000 base salary, high-impact client advisory, and a clear path toward... ...and execute advanced tax strategies, including entity structuring... ...experience in a family office, private client, or wealth management... ...and long-term career growth.To apply, submit your resume...Private clientPermanent employmentFull timeWork at officeCyberCoders
Mountain View, CA3 days ago- ...Citi Private Bank | UHNW Banker | San Francisco & Palo Alto Working at Citi is... ...determine technical approaches and strategies for the area.... ...them/convert prospects into clients. Demonstrate an in-depth... ...activities to maximize revenue growth and client satisfaction....
- ...Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This... ...requires a broad understanding of financial strategies and the ability to identify client needs...
Citi
Palo Alto, CA4 days ago - PwC's Deals (M&A) Tech & Data team is seeking a Senior Associate to analyze complex problems, mentor others, and deliver rigorous... ..., and are comfortable navigating ambiguity while delivering high-quality outcomes for Private Equity clients. #J-18808-Ljbffr PwCPrivate client
- ...’re looking for an experienced consumer growth marketer to join our growing consumer marketing... ...and implement new channel and creative strategies. You’re Excited About This Opportunity... ...for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We used Covey as...Hourly payWork at officeLocal areaImmediate startRemote workFlexible hours
$124k - $178k
...product management or engineering teams, executive leadership, and cross-functional stakeholders. Experience developing business strategies or managing cross-functional initiatives for data analysis platforms or ads products. Preferred qualifications Experience generating...- Triumph in Mountain View seeks an GTM Strategy Associate who will work with the Head of Procurement and New Vertical Strategy to answer how we launch and scale new categories. You will own diligence and execution, with frequent travel to San Francisco to align with the...
- Jerry.ai in Palo Alto is seeking 2-3 associates to work directly with our Cofounder/CEO on high-leverage growth challenges across product, growth, operations, finance, engineering, and data. You will learn how a serial founder/CEO thinks and makes decisions while shaping...
$100k - $140k
...Partners Wealth is seeking an Associate Wealth Advisor to join our... ...based on each of our unique clients' goals and aspirations. The position... ...Create holistic investment strategy for each client, monitor risk... ...in our people, support their growth, and create meaningful...Work at officeLocal areaRemote work2 days per weekLE0123 Focus Partners Wealth LLC
Palo Alto, CA4 days ago$110k - $125k
...Focus Partners is seeking an Associate Wealth Advisor to join our team... ...based on each of our unique clients' goals and aspirations. The... ...include creating and implementing strategies in retirement, risk... ...in our people, support their growth, and create meaningful opportunities...Work at officeRemote work2 days per weekLE0123 Focus Partners Wealth LLC
Menlo Park, CA1 day ago$140k - $170k
...year We're one of the fastest-growing private client tax advisory firms in the country, built... ...proactive, year-round, white-glove tax strategy powered by modern technology. We serve... ...aggressively through both organic growth and strategic CPA firm acquisitions. While...Private clientRemote jobLocal area$100k - $225k
...| $100K–$225K One of my top clients — a well-established, rapidly... ...from (or a blend of both): Private Client Services (PCS) — Work... ...consulting, and estate/trust strategy. Ideal for someone who enjoys... ...Why this firm? ✅ Strong growth trajectory with real advancement...Private clientImmediate startRemote workFlexible hoursAtlas Search
Santa Clara, CA3 days ago- As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...in internal strategy discussions for clients... ...individuals (personal, trust, privately held companies, family... ...for our innovation and growth. We envision a firm where...Work at office
$280k - $300k
...seeks an experienced and collaborative Associate Vice President, Principal Gifts to lead... ...prospects, oversee complex donor engagement strategies, and provide leadership for a growing... ...strategy to maximize long-term revenue growth. Operational Excellence Lead strategic...Summer workImmediate startHome officeLucile Packard Foundation for Children’s Health
Palo Alto, CA3 days ago$250k
...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment... ...through making decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further...Private clientFull timeLocal areaCitigroup
Palo Alto, CA5 days ago- ...friendly and full-time within the Finance team, reporting to the CFO. You will collaborate with executives and investors to articulate strategy, milestones, and value creation for a sophisticated audience. The position requires substantial IR experience in technology,...Remote jobFull time
- ...California-based, seeks a Director of Spirits Auction to drive growth in rare and collectible spirits, expand consignments, and... ...valuation, and strategic partnerships while coordinating with Private Client Services and RareStorage to deliver superior client experiences...Private client
$175k - $215k
...class people, and supporting growth in its portfolio companies and... ...funds that invest in private equity, credit and real assets... ...fund, KKR. We support funds and strategies across the firm, including Private... ...teams, KKR Capstone Associates partner on a wide range of value...Work experience placementLocal area- ...Advisor Position Overview We are seeking a client-focused Wealth Advisor to provide... ...-term relationships, develop customized strategies to meet clients financial goals, and act... ...wealth management, financial planning, private client advisory, or a related role supporting...Private clientWork at office
$150k - $195k
...results‑driven Venture Capital Associate to join our software... ...founders to assess and support high‑growth startups. Key Responsibilities... ...business models, growth strategies, and potential for scalability... ...experience in venture capital, private equity, investment banking, management...Temporary work$100.8k - $162.4k
...Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and... ...~ Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships....Permanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Menlo Park, CA4 days ago$120k - $160k
...chapter is about accelerating growth - going from 5M to 50M... ...gap. We are looking for 2-3 associates to work directly with, and be... ...learn how to execute big-picture strategies and navigate the intricacies... ...consulting, venture capital, private equity, or a startup environment...Hourly payFull timeContract workPart timeFreelanceWork at officeLocal areaRemote workFlexible hours- ...governance initiatives, advise senior stakeholders, and build trusted client relationships. You will lead complex engagements, mentor teams,... ...leadership, identify market opportunities, and drive business growth while ensuring compliance with standards such as NIST and ISO....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Private Banker - Client Growth & Strategy. Be the first to apply!
Related searches
- senior associate vice president Palo Alto, CA
- policy associate Palo Alto, CA
- case management associate Palo Alto, CA
- associate degree computer science Palo Alto, CA
- senior associate attorney Palo Alto, CA
- cash office associate Palo Alto, CA
- line associate Palo Alto, CA
- benefits associate Palo Alto, CA
- purchasing associate Palo Alto, CA
- utility associate Palo Alto, CA