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
...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- ...Private Banker We are actively looking for exceptionally talented... ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...will use your knowledge of investments, financial planning, credit and... ...200 years and today we are a leader in investment banking,...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$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- ...and inclusion. Using a broad investment product and thought leadership... ...their financial needs. As a Private Client Investment Advisor Team... .... You will drive the execution of key strategies and tactics... ...Chase partners i.e. Consumer Banking & Business BankingPossess strong...Flexible hours
$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- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...team with our bankers, global investment specialists, capital advisors, and trust... ...over 200 years and today we are a leader in investment banking, consumer and small...PrivateWork experience placement
$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- ...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
- ...RockBridge Search & Recruitment seeks an Executive Vice President, COO/CRO for an Irvine-based bank, guiding operational excellence and enterprise risk strategy. The role requires senior leadership to run operations while shaping risk management and regulatory compliance...
$146k - $194k
...financing transactions with banks and investors, and major commercial... ...internal framing through execution. The work requires getting... ...combines the financial rigor of investing with far closer proximity to... ...investment banking and buyout private equity who wants broader...PrivateFull timeWork experience placementImmediate start- ...world class offerings including planning, investing, lending and money management... ..., and community engagement.* Build and execute a personal business development plan to... ...client acquisition in financial services, private banking, or wealth management.* Minimum 8-10 years...PrivatePermanent employmentTemporary workWork at office
$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- ...Industries (C&SI) specializing in Innovation Economy, Startup Banking, you will be responsible for growing and retaining... ...brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...
- ...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
$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$171.6k - $338.3k
...recognized marketplace leader among large... ...strategic buyers and private equity investors And succeeding... ...agreements, merger agreements, bank finance agreements,... ...transaction execution through purchase price... ...navigating complex growth, investment and divestiture scenarios...PrivateLocal areaVisa sponsorship- ...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...
$175k - $250k
...proposals. Act as the primary liaison with banks, lenders, and other financial... ...with key stakeholders to develop and execute comprehensive integration plans that... ...experience in finance, corporate development, investment banking, or private equity Experience having worked on...PrivateFull timeMonday to Friday- ...unique brand of relationship banking and fostering a culture where... ...Client Service Specialists, Private Bankers, and Wealth Strategists... ...comprehensive planning and investment strategies consistent with their... ...experience as an investment executive, financial advisor, certified...PrivateImmediate start
$129k - $150k
...proactive, and highly collaborative, with an FP&A, consulting or investment banking background, a high standard for accuracy, and the instinct... ..., and produce the analysis that the team builds its executive narrative on for the CFO and the C-Suite. This role works across...Full timeWork experience placementImmediate start$129k - $150k
...Analyst to join our Frontier Systems finance team. This role is built for someone with a rigorous analytical background, e.g., investment banking, consulting, and/or corporate FP&A, who's ready to take on an operating role. The modeling and analysis you already do well...Full timeWork experience placementImmediate start$127.63k - $237.01k
PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high... ...advice to these clients including banking, credit, asset management, trust and estate... ...capabilities and develop solutions across investments, trust and wealth transfer, credit,...PrivateRemote work$121.87k - $150.55k
...responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to...Full time$76k - $102k
...Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have... ...we make. We’re looking for leaders who want more than a title. We’re looking... ..., preferably within a community, private or commercial banking environment. ~ Completion...PrivateFull timeWork at office- Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in the... ...Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align with...Private
$70.6k - $139.8k
...Description Crowe is growing tremendously and is seeking future leaders. This role is a Partner career path or growth opportunity... ...lead engagements in the Financial Services vertical including Banking, Private Equity, Asset Management, Insurance, and Fintech. The position...PrivateFlexible hours
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