- JPMorgan Chase & Co. (New York, NY)
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial planning to a ... diverse client base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating clients on available… more
- CFA Institute (Greenwich, CT)
- A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies ... while driving client acquisition. The ideal candidate has over 15 years...acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve … more
- Ernst & Young Oman (Stamford, CT)
- …it to go. Join EY and help to build a better working world. The opportunity Private Tax is a growing practice within EY, and you'll see that growth reflected in your ... families. These clients span from family owned businesses to private equity owned companies. One thing they all have...as high-profile individuals. That will make you a trusted advisor and role model for your clients and for… more
- Ernst & Young Oman (Stamford, CT)
- …firm is seeking an experienced Tax professional to join their growing Private Tax practice. The role involves managing diverse responsibilities, including advising ... capabilities. You will research tax strategies, supervise teams, and build lasting client relationships. This position offers a competitive salary package and hybrid… more
- Citibank (Switzerland) AG (New York, NY)
- …and capabilities.**Education: Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private ... families that cross generations to establish long-term connections to the Citi Private Bank.* Effectively manage client expectations regarding what can and… more
- Steer (New York, NY)
- …driving strategic growth, delivering complex projects, and fostering long‑term client relationships within the infrastructure sector. Key Responsibilities Driving ... and internal colleagues to deliver high‑quality, timely, and cost‑effective outcomes. Client Advisory : Translate technical findings into actionable insights for… more
- Citigroup Inc. (New York, NY)
- …procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and… more
- Citigroup Inc. (New York, NY)
- …and/or licenses. Education Bachelor's/University degree, Master's degree preferred Job Family Group Private Client Coverage Job Family Private Banker Time ... families that cross generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and… more
- PowerToFly (New York, NY)
- …through investor distribution. Given the flexible and strategic nature of private capital, the team is client -oriented and product-agnostic, tailoring ... Position Summary: Private Capital Markets ("PCM") is a group at...Based in New York, you will serve a global client base working closely with our coverage and product… more
- Citi (Paramus, NJ)
- …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 at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Citigroup Inc. (New York, NY)
- … families that cross generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and ... of clients' businesses and sources of wealth generation. Anticipate events in a client 's life and business which have significant financial implications. Serve as a… more
- PowerToFly (New York, NY)
- …tax obligations while minimising risks of non‑compliance. Growing as a strategic advisor , you leverage your influence, expertise, and network to deliver quality ... Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through… more
- BDO Capital Advisors, LLC (Stamford, CT)
- …tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, ... Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving… more
- PowerToFly (New York, NY)
- …Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... key member of the service team, in supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES Client Support As a key member of the service… more
- Agentis Capital Advisors (New York, NY)
- Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has ... of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North… more
- Agentis Capital Advisors (New York, NY)
- Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has ... numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North… more
- Morgan Stanley (New York, NY)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...FA/PWA/team. At the request of FA/PWA/team, participates in existing client and/or prospective client meetings, representing the… more
- Agentis Capital Advisors (New York, NY)
- Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Agentis acts ... as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public- private … more
- Trellis Group (New York, NY)
- …Principal Consultant/Outsourced Chief Compliance Officer is responsible for Investment Advisor compliance clients, particularly RIAs managing private funds ... regulations Conduct (scheduled and ad hoc) conference calls and online meetings with client executives to deliver guidance and advice with respect to regulatory best… more
- Univest (New York, NY)
- …Investment Banking teams. The Banker will serve as a trusted strategic advisor - formulating tailored investment and financing strategies, driving end-to-end deal ... transaction integrity and optimize outcomes Build and maintain strong client relationships by providing strategic insights and actionable market intelligence… more
