- Citigroup (Greenwich, CT)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Washington, DC)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... **HNW Private Bankers at Citi develop and deepen client...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... Advisors partner with Citi Private Bankers to advise clients on new loan and...**Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... wealth planning strategies in areas of interest to UHNW clients. * Collaborate and engage in peer review...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- First National Bank of Omaha (Omaha, NE)
- …stage, achieve their banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated team of experts ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business...to customers to effectively manage and preserve their overall wealth . The UHNW will surround the client… more
- Citigroup (San Francisco, CA)
- …**Qualifications:** + 6-10 years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
- CIBC (San Francisco, CA)
- …credit facilities for High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex… more
- Citigroup (San Francisco, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Miami, FL)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Principal is a strategic professional who...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- BMO Financial Group (Chicago, IL)
- …and industry forums to enhance visibility and build new relationships in the HNW/ UHNW market. * Partner with internal wealth management, investment, and banking ... maintain high-value client relationships. * Experience working with family offices, private foundations, and multi-generational wealth . * Strong presentation… more
- US Bank (Minneapolis, MN)
- …of $75MM, with average client assets above $100MM. The **Managing Director, Client Advisor (MDCA)** is the lead relationship manager and team coordinator for a ... provide extraordinary service to an exclusive group of ultra-high-net-worth ( UHNW ) clients. In this role, the MDCA serves as...counsel to clients and prospects in the areas of private banking, personal trust and investments. + Ensure the… more
- HSBC (Miami, FL)
- …with UHNW clients and their advisors + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop ... wealth planning strategies + Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions + Educate partners and conduct… more
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