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
...The Investment Counselor Principal is a strategic professional who closely follows latest trends... ...approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its... ...clients on brokerage activity and execute trades seamlessly. Appropriately...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$170k - $225k
...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...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...PrivateTemporary workWork experience placementLocal 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 Func Group Mgr manages a team of senior... .... Is a true thought leader who develops new... ...connections to the Citi Private Bank. Effectively manage... ...what can and cannot be executed on their behalf.... ...achieve broad financial/investment goals related to the creation...PrivateFull time$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)...$236.56k - $414.12k
...Northern TrustAs a global leader in innovative wealth... ...asset management and banking services, Northern... ...to clients related to investment management, trust and estate planning, and private banking. We are seeking... ...including setting and executing, in collaboration with...PrivateFull timeH1bWorldwideFlexible hours- ...achieve their financial goals through strategic investment and advisory services. With over $3... ...Management: Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management...PrivateApprenticeshipSummer workSummer internship
- ...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
$152k - $260k
...finance high-quality real estate investments at both the asset and entity... ...Originator in Real Estate Banking (REB), you oversee and drive... ...Contribute to the development and execution of client strategies in... ...200 years and today we are a leader in investment banking, consumer...Full timeWork 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
$125k - $145k
...results. Perform financial modeling for key investment decisions and corporate development.... ...enhancing relevant KPIs. Direct the execution of various strategic and business... ...000.00-$140,000.00 1 day ago Wealth & Private Banking Regional Manager Assistant Director, Finance...PrivateFull timeWork experience placement- ...for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition... ...brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...Local areaFlexible hours
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with... ...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$185k - $300k
...Fargo is seeking a Principal Commercial Banking Relationship Manager to join our Commercial... ..., Wealth Management, Corporate Investment Banking, etc.) Syndication and investment... ...customers and company. They are accountable for execution of all applicable risk programs (Credit,...Ongoing contractFull timeWork experience placementImmediate start$150k
At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As... ...office to generate valuable banking and investment opportunities.Develop internal...Temporary workWork at officeImmediate start$72.01k - $108.99k
...seeking a Senior Wealth Management Banking Coordinator (SAFE) in the Legal Specialty Group within Private Wealth in Banking, Lending and... ..., client service, transaction execution, risk management, and... ...customers. Receive direction from leaders and exercise independent...PrivateFull timeWork experience placementWork at officeImmediate start$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- ...traditional and alternative investments. You will play a central role... ...engagement. Build and execute a personal business development... ...in financial services, private banking, or wealth management. Minimum... ...of an innovative industry leader to create a profoundly different...PrivatePermanent employmentTemporary workWork at officeFlexible hours
- ...and inclusion. Using a broad investment product and thought leadership... ...financial needs. As a Private Client Advisor in Chase... ...success and the goals of the bank, while fostering a culture of... ...and out-of-the-box thinking we're known for as a global leader....
$201.81k - $382.6k
...Worth Tax Managing Director! Our private wealth practice recognizes... ...owners. We help company executives, business owners, affluent families... ...private businesses and/or investment entities:Perform technical review... ...JD requiredExperience as a leader in a public accounting firm...PrivatePrivate practice- ...ensure performance, controls, and lifecycle activities are executed consistently. You will report to the Head of Information... ...brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...Contract work
$100k - $150k
...per year About Commercial Bank of California Commercial Bank... ...3, CBC is one of the largest privately held banks in the state, with... ...owners, and community leaders to thrive. As a certified... ...a valid, written, and fully executed agreement with Commercial Bank...Full timeWork at officeLocal areaRemote workFlexible hours- ...As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate... ...spans over 200 years and today we are a leader in investment banking, consumer and small business...PrivateWork experience placement
- ...The Chief Credit Officer (CCO) is a vital executive leader responsible for overseeing the organization’s credit operations while ensuring... ...problem loans, and overdrafts, ensuring compliance with all banking laws and regulations. Responsibilities Leadership and Team...Full timeWork at officeRemote work
$201.81k - $382.6k
...Tax Managing Director ! Our private wealth practice recognizes the... ...business owners. We help company executives, business owners, affluent... ...private businesses and/or investment entities: Perform technical review... ...JD required Experience as a leader in a public accounting firm...PrivatePrivate practiceLocal areaWorldwide$141.15k - $288.38k
...issues? If you’re a senior leader who wants to develop... ...advisory services to investment management clients.... ...including hedge funds, private equity, investment partnerships... ..., broker-dealers, banks, insurance companies,... ...environmentStrong executive presence and demonstrated...PrivateWork at officeLocal area$105k - $115k
...is a fully integrated real estate investment trust (REIT) and an S&P 500 company... ...professionals involved in all facets of deal execution. Responsibilities may include:... ...in commercial real estate, private equity, investment banking, or corporate finance. Experience in...PrivateInternship- ...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...
$75k
...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 are responsible for assisting in the execution of M&A and capital raising transactions...PrivateFull timeInternshipWork at office
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