• Trust Advisor

    City National Bank (New York, NY)
    TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
    City National Bank (09/26/25)
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  • Private Equity and Real Estate Research…

    Citigroup (New York, NY)
    …and real estate investment opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment ... role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor...(SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
    Citigroup (08/15/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (Brooklyn, NY)
    …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
    Citigroup (09/30/25)
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  • Wealth Relationship Manager - Safe ACT…

    Citigroup (Yorktown Heights, NY)
    …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
    Citigroup (09/26/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (Queens, NY)
    …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
    Citigroup (09/23/25)
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  • Citi Private Bank: Banker Team Leader…

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
    Citigroup (08/22/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
    Citigroup (09/02/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
    Citigroup (07/31/25)
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  • Private Banker LATAM (Mexico)

    Citigroup (New York, NY)
    …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
    Citigroup (08/08/25)
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  • Wealth Management, Head of US Mortgage…

    JPMorgan Chase (New York, NY)
    …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more
    JPMorgan Chase (08/13/25)
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