UHNW Private Banker | Wealth Strategy
1 week ago
A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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UHNW Private Banker | Wealth Strategy
1 week ago
Palo Alto, United States Citigroup Inc. Full timeA leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management...
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Citi Wealth at Work
2 weeks ago
Palo Alto, United States Citigroup Full timeCiti Wealth At Work - Banker - DirectorWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewCiti Global Wealth brings together the full power of...
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Citi Wealth at Work
1 week ago
Palo Alto, CA, United States Citigroup Inc Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the...
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Private Banker VP: Wealth Strategy
2 weeks ago
Palo Alto, United States JPMorgan Chase & Co. Full timeA leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also...
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Citi Private Bank
2 weeks ago
Palo Alto, CA, United States Citi Full timeOverview Join to apply for the Citi Private Bank - HNW Private Banker role at Citi . The HNW Private Banker is a strategic professional who closely follows latest trends in the private banking market to provide innovative solutions and maintain longterm relationships with ultrahigh net worth (UHNW) clients. This role requires strong commercial awareness,...
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Citi Private Bank
1 week ago
Palo Alto, United States Citi Full timeOverviewJoin to apply for the Citi Private Bank - HNW Private Banker role at Citi. The HNW Private Banker is a strategic professional who closely follows latest trends in the private banking market to provide innovative solutions and maintain long‑term relationships with ultra‑high net worth (UHNW) clients. This role requires strong commercial awareness,...
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UHNW Private Banker
1 week ago
Palo Alto, CA, United States Citi Full timeA leading financial institution seeks an experienced HNW Private Banker in Palo Alto, California. Find out if this opportunity is a good fit by reading all of the information that follows below. In this role, you will establish and manage relationships with ultra-high net worth clients, providing innovative financial solutions. You should have over 15 years...
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Private Banker VP: Wealth Strategy
2 weeks ago
Palo Alto, CA, United States JPMorgan Chase & Co. Full timeA leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelors Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also...
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UHNW Private Banker
1 week ago
Palo Alto, United States Citi Full timeA leading financial institution seeks an experienced HNW Private Banker in Palo Alto, California. In this role, you will establish and manage relationships with ultra-high net worth clients, providing innovative financial solutions. You should have over 15 years of experience, particularly in private banking, and a proven track record in relationship...
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Citi Private Bank
1 week ago
Palo Alto, CA, United States Citigroup Inc. Full timeThe Banker SAFE Act 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. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people...