• Citi Private Bank - UHNW Banker…

    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 (06/03/25)
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  • Citi Private Bank - UHNW Banker…

    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 (04/29/25)
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  • Citi Private Bank - UHNW Investment…

    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
    Citigroup (07/03/25)
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  • Wealth Senior Client Associate

    M&T Bank (New York, NY)
    …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service… more
    M&T Bank (07/23/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    … 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
    US Bank (07/04/25)
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