Private Banker

11 hours ago


New York, New York, United States City National Bank Full time
Job Title: Private Banker

At City National Bank, we're seeking a highly skilled Private Banker to join our team. As a Private Banker, you will be responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families.

Key Responsibilities:
  • Develop new relationships with clients through referrals, personal community involvement, and internal partnerships.
  • Provide tailored advice to clients across a range of financial services, including banking, credit, asset management, trust, and estate planning.
  • Manage relationships by leading the client team in planning, delivery, and regular review with clients.
  • Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
  • Ensure that relationship plans have been developed and are implemented.
Requirements:
  • Bachelor's Degree or equivalent.
  • Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • FINRA Series 7 and 63 and 65 or 66 securities licenses and state insurance license preferred.
What We Offer:

At City National Bank, we offer a competitive salary range of $127,626 - $237,014 per year, plus bonus and/or commissions. We also offer a range of benefits and perks, including health insurance, retirement plans, and paid time off.

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.


  • Private Banker

    4 weeks ago


    New York, New York, United States IDB Full time

    Job Title: Private BankerAt IDB Bank, we are seeking a highly skilled Private Banker to join our team in one of our primary regions. As a Private Banker, you will be responsible for providing exceptional financial services to high net worth individuals and their families.Key Responsibilities:Identify and build relationships with potential new clients,...

  • Citi Private Banker

    2 weeks ago


    New York, New York, United States Citigroup Inc Full time

    About 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 tailored financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business...

  • Private Banker

    1 month ago


    New York, New York, United States IDB Full time

    Job Title: Private BankerCompany DescriptionIDB Bank is a leading financial institution with a strong commitment to excellence and customer satisfaction. Our team of professionals is dedicated to providing exceptional service and support to our clients.Job SummaryWe are seeking a Private Banker to join our team in one of our primary regions. The successful...

  • Citi Private Banker

    2 weeks ago


    New York, New York, United States Citigroup Inc Full time

    About 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 tailored financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business...

  • Private Banker

    4 weeks ago


    New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Private Banker to join our team at City National Bank. As a Private Banker, you will be responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families.Key ResponsibilitiesDevelop new relationships with clients through referrals, personal community...

  • Private Banker II

    4 weeks ago


    New York, New York, United States First Citizens Bank Full time

    Private Banker II Job DescriptionAt First Citizens Bank, we're seeking a skilled Private Banker II to join our Wealth Management team. As a key member of our team, you'll be responsible for developing and maintaining relationships with high net worth clients, providing them with customized banking solutions and wealth management services.Key...


  • New York, New York, United States Citigroup Inc Full time

    Job 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...

  • Strategic Banker

    4 weeks ago


    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker SAFE Act LO is a key professional responsible for driving business growth and client relationships within the Private Client Coverage team at Citigroup Inc. This role requires a strategic thinker who can partner with Bankers to create sales and marketing strategies, identify new business opportunities, and deliver exceptional...


  • New York, New York, United States F.N.B. Corporation Full time

    Private Banker Job DescriptionWe are seeking a skilled Private Banker to join our team at F.N.B. Corporation. As a Private Banker, you will be responsible for marketing private banking services to business owners and executives, professionals, and Centers of Influence (COI) within your assigned region.Key Responsibilities:Market private banking products and...


  • New York, New York, United States F.N.B. Corporation Full time

    Private Banker Job DescriptionWe are seeking a highly skilled Private Banker to join our team at F.N.B. Corporation. As a Private Banker, you will be responsible for marketing private banking services to business owners and executives, professionals, and Centers of Influence (COI) within your assigned region.Key Responsibilities:Market private banking...


  • New York, New York, United States Citigroup Inc Full time

    Citi Global Wealth at Work: A Partner for Financial SuccessCiti Global Wealth at Work is a comprehensive financial services platform designed to support the financial goals of lawyers, accountants, asset managers, and management professionals. Our team of experienced professionals provides responsive banking, investing, wealth management, and planning...


  • New York, New York, United States Stifel Full time

    About the RoleEaton Partners, a Stifel Company, is a leading fund placement agent in the world, with a dedicated Private Capital Advisory team focused on strategic advisory, secondaries, and directs. As a Private Capital Advisory Associate, you will play a critical role in raising institutional capital for investment managers across alternative...


  • New York, New York, United States Stifel Full time

    About the RoleEaton Partners, a Stifel Company, is a leading fund placement agent in the world, with a dedicated Private Capital Advisory team focused on strategic advisory, secondaries, and directs. As a Private Capital Advisory Associate, you will play a critical role in raising institutional capital for investment managers across alternative...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker SAFE Act LO is a seasoned professional role that requires in-depth knowledge of financial services and regulations. As a key member of the Private Client Coverage team, you will be responsible for developing and executing sales and marketing strategies to generate revenue growth and acquire new clients.Key...


  • New York, New York, United States Stifel Financial Full time

    About the RoleEaton Partners, a Stifel Company, is seeking a highly motivated and experienced Private Capital Advisory Associate to join our team. As a key member of our Private Capital Advisory team, you will be responsible for advising clients on strategic advisory, secondaries, and directs transactions.Key ResponsibilitiesWork closely with senior level...


  • New York, New York, United States Stifel Financial Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Private Capital Advisory Associate to join our team. As a key member of our Private Capital Advisory team, you will play a critical role in advising clients on strategic transactions, including secondary transactions, direct equity, and co-investment opportunities.Key ResponsibilitiesManage...


  • New York, New York, United States Stifel Financial Full time

    About the RoleWe are seeking a highly motivated and experienced Private Capital Advisory Associate to join our team. As a key member of our team, you will be responsible for advising clients on strategic advisory, secondaries, and directs. Your primary role will be to work closely with senior level bankers and play a critical role as the project manager on...


  • New York, New York, United States Stifel Full time

    About the RoleEaton Partners, a Stifel Company, is seeking a highly motivated and experienced Private Capital Advisory Associate to join our team. As a key member of our Private Capital Advisory team, you will play a critical role in advising private market investors on strategic advisory, secondaries, and directs.Key ResponsibilitiesWork closely with senior...


  • New York, New York, United States H&P Executive Search Full time

    Private Credit Associate Job DescriptionWe are partnering with a well-established private credit fund based in New York, with a strong track record since its founding in 2006. Their focus is on direct lending to lower-middle-market companies, with an emphasis on high-risk, non-sponsored opportunities. We operate as a generalist, providing flexible financing...


  • New York, New York, United States FE International LTD Full time

    The Opportunity:We are seeking a seasoned Senior Investment Banker to join our team at FE International LTD. As a key member of our advisory team, you will be responsible for originating and executing new transactions for our clients, utilizing our broad array of strategic and financial advisory services.The ideal candidate will be a Managing Director or...