Executive Investment Counselor & Private Banking Leader
Citi
Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.
This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.
#J-18808-Ljbffr$250k
...000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional... ...for the area. Citi Private Bank’s objective is to further... ...clients on brokerage activity and execute trades seamlessly....PrivateFull timeLocal area$250k
...The Investment Counselor Principal is a strategic professional who closely follows the latest trends... ...Investment counselors joining Citi Private Bank will be distinguished and highly accomplished... ...clients on brokerage activity and execute trades seamlessly. Appropriately...PrivateLocal area$250k
## Managing Director, Private Banker, Orange CountyApplylocations... ...long-term plans and executes functional strategies... ...broad financial & investment goals related to the... ...of the Private Bank.* Help team members acquire... ...GMM and other Team Leaders to lead the business.*...PrivateFull time$250k
...The Private Banker Group Manager manages a team of senior... .... Is a true thought leader who develops new techniques... ...to the Citi Private Bank. Effectively manage... ...what can and cannot be executed on their behalf. Maintain... ...broad financial/investment goals related to the creation...Private- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...over 200 years and today we are a leader in investment banking, consumer and small...PrivateTemporary workWork experience placementLocal area
$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
...Citibank (Switzerland) AG is seeking a Managing Director, Private Banker for Costa Mesa, California. This role involves leading a team... ...ideal candidate will have over 15 years of experience in Private Banking, focusing on relationship sales and client management....Private- ...will serve as Synergy’s primary internal execution resource for accounting and tax-... ...closely held businesses, real estate, private investments, multiple legal entities, tax planning... ...authorized view-only access to client banking, brokerage, investment, and other financial...PrivatePart timeFor contractorsWork at officeRemote workWork from home
$250k
...Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals... ..., candidates must demonstrate strong leadership in private banking and the ability to build enduring client relationships....Private$121.9k - $262.1k
...262,100.00 USD Annual Make banking a Fifth Third better® We connect... ...to simplify complexity for Private Bank clients by challenging and... ...to provide wealth planning, investments, private banking, risk... ...services. Ensures delivery and execution of Private Bank experience and...PrivateWork experience placementPrivate practiceWork at office$152.33k - $219.25k
...Corporation, a Fortune 500 global leader in the automotive industry.... ...Position Summary The Executive Principal, Finance serves as... ...initiatives, including pricing and investment-related analysis as needed... ...improvements (including ERP and banking operations enhancements)...$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- ...institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We...
$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... ...as a key member of deal teams, bridging execution and client management responsibilities....PrivateWork at office- ...clients. A role as a Relationship Executive is for you.As a Relationship... ...the Food & Agribusiness Banking team, you will be responsible... ...Experience and knowledge with Investment Banking topics and products is... ...200 years and today we are a leader in investment banking,...Flexible hours
$210k - $260k
...outcomes. They relish the role of a technical leader, bringing high engineering standards,... ...and efficiencies across the North American Banking Sector (e.g. public, private, cooperative, asset & wealth management, investment banking)Help to drive enterprise-scale engineering...Private- .... Morgan Wealth Management - Private Client Advisor - Seal Beach,... ...and inclusion. Using a broad investment product and thought leadership... ...success and the goals of the bank, while fostering a culture of... ...we're known for as a global leader. Seniority level Seniority level...PrivateFull timeWork at office
- ...to diversity and inclusion. Using a broad investment product and thought leadership platform... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P.... ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT...
$83.92k - $125.88k
..., United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship... ..., intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.Provide...Full timeWork at office$253k - $336k
...the decisions that shape it, and the executive-level reporting that goes to the leadership... ..., capital, and cash targets that leaders can manage against, and hold the... ...debt and equity financing processes.Investment banking, private equity, or corporate development experience...PrivateFull timeWork experience placementImmediate start- ...provide customized financial planning and individualized investment management services. The firm utilizes a true team approach... ...decisions, whether that experience was built in private equity, tax, banking, accounting, law, or another related field. We value depth...PrivateWork at office
- ...strategic decisions for AD&S across a variety of areas, including investment analyses, long-range business case modeling, strategic... ...experience in strategic finance, corporate finance, investment banking, private equity, consulting, or another highly analytical role.A...PrivateFull timeContract workWork experience placementWork at officeImmediate startRelocation package
- ...About the Company Expanding provider of investment management, research & trading services... ...Publicly Traded Angel Investment Banking Specialties investment management... ...administration, strategic planning, and operational execution are essential, as is the ability to make...
$170k - $252.5k
...?We are looking for a proven leader to head Fund Accounting service... ...is a core service within Investment Services and Global Delivery,... ...accountability for operational execution, delivery quality, risk management... ..., swaps, futures, options, private credit, real estate,...PrivateFull timeTemporary workWork at officeFlexible hours$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships... ...services advice to these clients including: banking, credit, asset management, trust and... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit...PrivateRemote work- ...balance sheets and understand a clients' investment objectives to produce customized... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...PrivateWork experience placement
$22 - $23.5 per hour
Introduction Since 1973, East West Bank has served as a pathway to success. With over 1... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...management, deposits, wealth management investment products, international deposits/wires,...Private- ...Treasury Management Officer in Commercial & Investment Banking, you will generate new treasury... ...treasury product knowledge to develop and execute a localized market and product strategy... ...spans over 200 years and today we are a leader in investment banking, consumer and...
- ...management Prepare and aggregate fund and investment cash flow projections and capital needs... ...reporting Assist in establishment of new bank accounts and banking relations and... ...ideally combining public accounting and private equity real estate (CPA preferred) Proficient...Private
- ...Company Expanding provider of investment management, research &... ...Traded Angel Investment Banking Specialties investment... ...the forefront of driving and executing innovative global revenue growth... ...registered investment advisors, and private banks. Key skills and...Private
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