- Citigroup (New York, NY)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65)… more
- Citigroup (Greenwich, CT)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Chicago, IL)
- …and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job ... **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients by… more
- Citigroup (Atlanta, GA)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more
- Citigroup (Boston, MA)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Citigroup (Miami, FL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.… more
- Citigroup (New York, NY)
- …+ This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment ... counselors, associates and analysts. + The candidate chosen will be expected to lead double-digit percentage growth in investment revenue and AUMs with Ultra High Net Worth clients. She or he will be experienced in constructing and overseeing investment… more
- First National Bank of Omaha (Omaha, NE)
- …is subject to change based on business needs. **Summary of the Job:** The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in...banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated… more
- US Bank (Minneapolis, MN)
- …individuals who provide extraordinary service to an exclusive group of ultra-high-net-worth ( UHNW ) clients. In this role, the MDCA serves as the generalist ... outside clients. In addition, the MDCA will expand Ascent's presence in the UHNW market including representation of the business segment in the region at community… more
- City National Bank (Chicago, IL)
- …CNR's relationships with its financial advisors, high and/or ultra-high net-worth (H/ UHNW **) clients and prospective clients. Helps to attract new prospective ... independently working on engagements. Collaborate with the PWS team in development of H/ UHNW client facing materials in the areas of Estates and Trusts, Income… more
Recent Jobs
-
IAM Cybersecurity Engineer - Principal
- Huntington National Bank (Charlotte, NC)
-
Case Manager, Office of Mental Health (OMH) Supported Housing Program
- CAMBA (Brooklyn, NY)
-
NASA Software Project Lead Engineer: Space Vehicle Simulation + Software Development
- CACI International (Houston, TX)
-
Busser
- PF Changs (Asheville, NC)
Related Job Searches:
Citi Private Bank UHNW,
Citi Wealth UHNW Investment,
Citi Wealth UHNW Private,
Private Wealth Advisor UHNW,
Sr UHNW Sales Specialist,
UHNW Associate Banker,
UHNW Private Banker Safe,
UHNW Sr Product Specialist