Private Banker
4 weeks ago
We are seeking a highly skilled Private Banker to join our team at IDB Bank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial solutions and advice.
Key Responsibilities- Identify and pursue new business opportunities with high net worth clients
- Develop and implement customized financial plans to meet clients' needs
- Provide ongoing financial advice and guidance to clients
- Manage client relationships to ensure high levels of satisfaction and retention
- Collaborate with internal teams to provide comprehensive financial solutions
- Bachelor's degree in Business or related field
- 8+ years of experience in Private Banking or Wealth Management
- FINRA Series 7 and 66/63 securities licenses (or ability to obtain)
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
IDB Bank offers a competitive salary and benefits package, including eligibility for incentive compensation, medical, dental, and vision plans, life and disability insurance, and retirement and savings plans with employer contributions.
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Citi Global Wealth Private Banker
4 weeks ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCiti Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions and advice.Key ResponsibilitiesIdentify and pursue new...
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Citi Private Banker
4 weeks ago
New York, New York, United States Hispanic Technology Executive Council Full timeCiti Global Wealth at Work is a strategic partner to lawyers, accountants, asset managers, and management professionals. We help navigate financial goals with deep industry-specific expertise. Our services include responsive banking, investing, wealth management, and planning. You can access a dedicated Private Banker and specialized capabilities for your...
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Private Banker
4 weeks ago
New York, New York, United States Hispanic Technology Executive Council Full timeJob SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citi Global Wealth at Work. As a Private Banker, you will be responsible for providing exceptional wealth management services to ultra-high-net-worth individuals and their families.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients,...
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Citi Private Banker
3 weeks ago
New York, New York, United States Hispanic Technology Executive Council Full timeJob DescriptionCiti 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...
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UHNW Associate Banker
4 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Associate Banker is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...
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Citi Global Wealth Private Banker
4 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Private BankerCiti 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...
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Private Banker
4 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth at Work is a strategic partner to lawyers, accountants, asset managers, and management professionals, offering a comprehensive range of banking, investing, and wealth management services.As a Private Banker, you will be responsible for identifying and establishing relationships with ultra-high-net-worth individuals and families, providing...
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Private Equity Associate
3 weeks ago
New York, New York, United States The Goldman Sachs Group Full timeRole OverviewThe Goldman Sachs Group is seeking a highly skilled Private Equity Associate to join its Cross Markets Group (CMG). As a key member of the team, you will be responsible for expanding our coverage of corporate clients and sponsor portfolio companies, as well as middle market financial sponsors.Key ResponsibilitiesDevelop and analyze financial...
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New York, New York, United States Beacon Hill Staffing Group Full timeBeacon Hill Staffing Group is seeking a skilled Corporate Attorney to join their team in a Private Capital Transactions role. The ideal candidate will have 1+ year of experience drafting deal documents and conducting diligence for private equity clients.This is a contract position requiring full-time hours for 4+ months, with a hybrid schedule that includes...
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Corporate Attorney
4 weeks ago
New York, New York, United States Beacon Hill Staffing Group Full timeJob Summary:Beacon Hill Legal is seeking a Corporate Attorney to join our team on a contract basis. The ideal candidate will have 1+ year of experience drafting deal documents and conducting diligence for private equity clients.Responsibilities:Revise, negotiate and finalize transactional confidentiality agreements.Work directly with private equity...
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Private Client Market Leader
4 weeks ago
New York, New York, United States Citizens Full timeJob SummaryAs a Private Client Market Leader at Citizens, you will be responsible for leading a team of licensed Private Client Relationship Managers across a specified geography. Your primary goal will be to motivate and coach your team to achieve business results and customer experience goals by connecting strategy to day-to-day activities and results.Key...
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New York, New York, United States Beacon Hill Staffing Group Full timeJob Title: Corporate Attorney for Private Capital TransactionsWe are seeking a highly skilled Corporate Attorney to join our team at Beacon Hill Legal. As a Corporate Attorney, you will be responsible for drafting confidentiality agreements and other ancillary contracts for our Private Capital Transactions practice group.Responsibilities:Revise, negotiate,...
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Strategic Banking Professional
4 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Associate Banker plays a key role in driving revenue growth and client acquisition for Citigroup Inc. This strategic professional stays abreast of market developments and contributes to directional strategy by considering their application in their job and the business.Key responsibilities include:Assisting the Banker in creating sales and marketing...
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Citi Wealth Lending Specialist
4 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Lending Advisor plays a pivotal role in the CPB team, serving as a proactive and responsive product advocate for credit.Establish a reputation of execution and excellence, gaining the confidence of CPB Banker teams to fully develop lending opportunities with their clients.Partner with Private Banker teams to profile their client and prospect base,...
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New York, New York, United States Cantor Fitzgerald Full timeAbout the Role:Cantor Fitzgerald is seeking a highly motivated Associate Investment Banker to join our Industrials Group in New York. As an Associate, you will play a key role in developing and managing client relationships, working closely with senior bankers to deliver exceptional service to our clients.Key Responsibilities:Coordinate various processes,...
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Investment Banking Analyst
4 weeks ago
New York, New York, United States TD Bank Group Full timeJob DescriptionWe are seeking an Analyst to join our Power & Utilities and Chemicals Investment Banking group in New York. As an Analyst, you will work closely with senior bankers to provide sophisticated knowledge of capital markets and precise execution capabilities to our clients.Key Responsibilities:Work within a deal team under the overall direction of...
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Escrow Product Specialist
4 weeks ago
New York, New York, United States Citigroup, Inc. Full timeJob SummaryCitigroup, Inc. is seeking a highly skilled Escrow Product Specialist to join our team. The successful candidate will work closely with the Escrow Team and the Escrow Business Development Team to assist with the marketing, delivery, and servicing of the Escrow Agent Product to Citi Wealth clients nationwide.Key ResponsibilitiesNegotiate escrow...
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Capital Markets Senior Counsel
4 weeks ago
New York, New York, United States Michael Page Full timeThe Senior Counsel will handle a wide range of capital markets legal matters for investment banking clients, working closely with senior management. Expertise in equity capital markets is required. This role has the potential to manage junior attorneys and will be a hybrid role in a major financial hub.Key ResponsibilitiesWork closely with the Group Legal...
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Capital Markets Senior Counsel
4 weeks ago
New York, New York, United States Michael Page Full timeJob SummaryThe Senior Counsel will handle a wide range of capital markets legal matters for investment banking clients, working closely with senior management. Expertise in equity capital markets is required. This role has the potential to manage junior attorneys and will be a hybrid role in a major financial hub.Key ResponsibilitiesWork closely with the...
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Capital Markets Senior Counsel
4 weeks ago
New York, New York, United States Michael Page Full timeJob SummaryThe Senior Counsel will handle a wide range of capital markets legal matters for investment banking clients, working closely with senior management. Expertise in equity capital markets is required. This role has the potential to manage junior attorneys and will be a hybrid role in a major financial hub.Key ResponsibilitiesWork closely with the...