- Citigroup (Boston, MA)
- …**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 (Short Hills, NJ)
- …**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)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters...65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the...Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director, Private Wealth Advisor ** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director, Private Wealth Advisor to join...highly reputable and established team in providing investment and wealth planning for HNW and UHNW clients,… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold ... Citi Wealth is a leading provider of financial solutions...UHNW lending origination and credit analysis in a private bank + Expert knowledge in Commercial Real Estate,… more
- M&T Bank (Boston, MA)
- …and lending expert to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating, structuring, and closing ... hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high… 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 (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
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad...quality team. + In addition to the role of Private Banker, the Team Leader will also have the… more
- US Bank (Nashville, TN)
- … to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the … 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 (New York, NY)
- …help meet the wealth needs and aspirations of our affluent and HNW/ UHNW clients around the world. Its clients receive customized banking services that crosses ... Citi Global Wealth (CGW) is a partnership between the Global...critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions… more
- Citigroup (Dallas, TX)
- …**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)
- …Required- written and spoken English and Spanish + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Sr. Lead is a strategic professional...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… 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
- M&T Bank (New York, NY)
- …development and/or credit and/or customer service role Minimum of 5 years' private banking, wealth management, commercial banking and credit experience General ... **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and...Credit products for high-net-worth (HNW) and ultra-high net worth ( UHNW ) clients to meet client needs. Seeks opportunities to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience in a client-facing role, ideally in a multi- or single-family office, private wealth , or high-end financial services environment + Clear, confident ... a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is… 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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