Citi Private Banker
2 days ago
Citi Private Bankers are highly skilled professionals who provide personalized wealth management services to high net worth individuals and families. They work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them.
Key Responsibilities:- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement customized investment strategies to help clients achieve their financial objectives.
- Provide ongoing portfolio management and monitoring to ensure clients' investments are aligned with their goals.
- Collaborate with other Citi teams to provide comprehensive financial solutions to clients.
- Stay up-to-date with market trends and economic conditions to provide informed investment advice to clients.
- 15+ years of experience in private banking or a related field.
- Proven track record of success in building and maintaining strong client relationships.
- Extensive knowledge of investment products and services.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Bachelor's degree or higher in a related field, such as finance or business.
Work Environment:Citi Private Bankers work in a fast-paced and dynamic environment, collaborating with other teams to provide comprehensive financial solutions to clients. They must be able to work independently and as part of a team, and be able to communicate effectively with clients and colleagues.
-
Citi Private Banker
4 weeks ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob Title: Citi Private BankerJoin Citi Private Bank as a Private Banker and take advantage of a unique opportunity to work with high net worth individuals and families. As a Private Banker, you will be responsible for building and maintaining relationships with clients, providing them with tailored financial solutions, and helping them achieve their...
-
Citi Private Banker
1 day ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob Title: Citi Private BankerJob Summary:Citi is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.Key Responsibilities:Identify and pursue new business opportunities...
-
Citi Private Banker
2 days ago
Short Hills, New Jersey, United States Citigroup Inc Full timeJob Title: Citi Private BankerCiti Private Bankers are highly skilled professionals who provide personalized financial services to high net worth individuals and families. They work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them.Key Responsibilities:Build and maintain strong relationships...
-
Citi Private Banker
3 days ago
Short Hills, New Jersey, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citigroup Inc. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.Key ResponsibilitiesIdentify and pursue new business opportunities to grow our...
-
Citi Private Banker
10 hours ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob Summary: We are seeking a highly skilled and experienced Private Banker to join our team at Citi Private Bank. The ideal candidate will have a strong background in private banking, with a proven track record of success in relationship selling and client management. Key Responsibilities: Act as a trusted advisor to high net worth individuals and families,...
-
Citi Private Banker
10 hours ago
Short Hills, New Jersey, United States Citigroup Inc Full timeJob DescriptionThe ideal candidate will be a seasoned professional with a strong background in private banking, possessing extensive knowledge of Citi Private Bank's banking and product systems, platforms, tools, and capabilities. They will have a proven track record in relationship selling and a demonstrated ability to work with and/or lead client teams and...
-
Strategic Associate Banker
4 weeks ago
Short Hills, New Jersey, United States Citigroup Inc Full timeJob SummaryThe Associate Banker SAFE Act is a key role within Citigroup Inc, responsible for providing strategic support to Bankers in the creation of sales and marketing strategies. This position requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills.ResponsibilitiesAssist Bankers...
-
VP Associate Banker SAFE Act
4 weeks ago
Short Hills, New Jersey, United States Citigroup Inc Full timeJob SummaryThe Associate Banker SAFE Act is a key professional who plays a crucial role in driving business growth and development within the Private Client Coverage team at Citigroup Inc. This strategic role requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills to guide,...
-
Strategic Associate Banker
2 days ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob Title: Associate Banker SAFE ActThe Associate Banker SAFE Act is a key role within our organization, responsible for staying up-to-date with industry developments and contributing to the directional strategy by considering their application in their job and the business. This individual is recognized as a technical authority for an area within the...
-
Strategic Banking Professional
4 weeks ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob SummaryThe Associate Banker SAFE Act is a key role within our Private Client Coverage team, responsible for assisting Bankers in creating sales and marketing strategies to drive revenue growth and acquire new clients. This strategic professional must stay up-to-date with industry developments and contribute to directional strategy by considering their...
-
Strategic Financial Advisor
4 weeks ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeJob SummaryThe Hispanic Technology Executive Council seeks a seasoned professional to fill the role of Private Banker. As a key member of our team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesIdentify and pursue new business opportunities, establishing strong...
-
Universal Banker
2 days ago
Kew Gardens Hills, New York, United States Citigroup Inc Full timeJob SummaryThe Universal Banker is a key role within our branch network, responsible for delivering exceptional customer service and sales expertise to our clients. As a Universal Banker, you will be the primary point of contact for our clients, providing personalized service and support to meet their financial needs.Key ResponsibilitiesProvide exceptional...
-
Investment Counselor Principal
2 days ago
Short Hills, New Jersey, United States Citigroup Inc Full timeInvestment Counselor Principal Job DescriptionThe Investment Counselor Principal is a seasoned professional who excels in providing strategic investment advice to ultra-high net worth clients. This role requires a deep understanding of complex financial markets and the ability to develop innovative investment solutions.Key Responsibilities:Leverage expertise...
-
Senior Manager, NYFS Real Estate Tax
2 days ago
Short Hills, New Jersey, United States KPMG Full timeBusiness Title:Senior Manager, NYFS Real Estate TaxRequisition Number: Function:Tax ServicesArea of Interest: State: NJ City:Short HillsDescription:At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with...
-
Senior Manager, NYFS Real Estate Tax
4 weeks ago
Short Hills, New Jersey, United States KPMG Full timeBusiness Title:Senior Manager, NYFS Real Estate TaxRequisition Number: Function:Tax ServicesArea of Interest: State: NJ City:Short HillsDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
-
Short Hills, New Jersey, United States KPMG Full timeBusiness Title: Senior Manager, NYFS Real Estate TaxRequisition Number: Function: Tax ServicesArea of Interest:State: NJCity: Short HillsDescription:At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...
-
Kew Gardens Hills, New York, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly experienced and skilled professional to fill the role of Global Capital and GSIB Regulatory Reporting Lead. This position will be responsible for leading the team responsible for the U.S. regulatory filings, reviewing regulatory data input into quarterly earnings release, 10Q/10K disclosures including Basel...
-
Senior Wealth Advisor
24 hours ago
Kew Gardens Hills, New York, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients in Citi...
-
Forest Hills, New York, United States Enterprise Medical Recruiting Full timeJoin Our Team of Experienced OB/GYN PhysiciansWe are seeking a skilled OB/GYN physician to join our team at a private practice in Queens, New York. Our practice is well-established and has a strong reputation for providing high-quality patient care.About the OpportunityThis is an excellent opportunity for an experienced OB/GYN physician to join a busy and...
-
Obstetrician Gynecologist Specialist
4 weeks ago
Forest Hills, New York, United States Tal Healthcare Full timeJob OpportunityTal Healthcare is seeking an exceptional Obstetrician Gynecologist to join our team in New York City. As a key member of our private practice, you will have the opportunity to redesign the traditional women's health experience and provide exceptional care to our patients.Responsibilities:Diagnose and treat conditions related to the...