Private Banker II
3 weeks ago
We are seeking a highly skilled Private Banker II to join our Wealth Management team. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth clients, providing customized banking solutions, and driving business growth.
Key Responsibilities- Client Acquisition: Acquire new clients through various sales and marketing techniques, providing tailored banking solutions to meet their needs.
- Portfolio Management: Manage a portfolio of high net worth clients, offering complex credit and deposit solutions, and ensuring compliance with regulatory standards.
- Sales and Relationship Development: Sell appropriate banking solutions to clients, develop deep relationships, and identify new sales opportunities.
- Collaboration and Teamwork: Work closely with wealth partners to deliver exceptional client service, leveraging community visibility and external relationships to drive new business opportunities.
- Bachelor's degree and 8 years of experience in financial services relationship management, or equivalent combination of education and experience.
- Valid Series 7, 63, and 65 or 66 licenses.
- Strong credit underwriting skills and ability to work in a fast-paced environment.
First Citizens Bank is a leading financial institution with over 100 years of experience. We offer a comprehensive benefits program, competitive compensation, and opportunities for professional growth and development.
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Private Banker II
2 weeks ago
New York, New York, United States First Citizens Bank Full timePrivate 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...
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Private Banker
2 weeks ago
New York, New York, United States IDB Full timeJob 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,...
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Citi Private Banker
2 days 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 tailored financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business...
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Private Banker
3 weeks ago
New York, New York, United States IDB Full timeJob 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...
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Citi Private Banker
6 days 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 tailored financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business...
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Private Banker
2 weeks ago
New York, New York, United States City National Bank Full timeJob 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...
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Private Banker
4 weeks ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled Private Banker to join our team in New York. 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 ResponsibilitiesClient Relationship Management:...
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Private Equity Fund Accountant
1 month ago
New York, New York, United States Gen II Fund Services Full timeJob SummaryGen II Fund Services, LLC is seeking a highly skilled Senior Fund Accountant to join our team. As a Senior Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesFinancial Statement...
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Private Equity Fund Accounting Specialist
3 weeks ago
New York, New York, United States Gen II Fund Services Full timeJob Title: Private Equity Fund Accounting ManagerGen II Fund Services, LLC is seeking a highly skilled Private Equity Fund Accounting Manager to join our team. As a key member of our fund administration team, you will be responsible for managing the financial operations of our private equity fund clients.Key Responsibilities:Manage daily fund operations,...
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Fund Accounting Specialist
1 month ago
New York, New York, United States Gen II Fund Services Full timeJob SummaryGen II Fund Services, LLC is seeking a highly skilled Senior Fund Accountant to join our team. As a Senior Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesFinancial Statement...
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Private Banking Professional
3 weeks ago
New York, New York, United States F.N.B. Corporation Full timePrivate 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...
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Strategic Banker
2 weeks ago
New York, New York, United States Citigroup Inc Full timeJob 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...
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Business Development Director
2 weeks ago
New York, New York, United States Gen II Fund Services Full timeJob Title: Director Business DevelopmentWe are seeking a highly skilled and motivated Business Development Director to focus on new business opportunities primarily from the Private Assets industry, including private equity, private real estate, and private credit sectors. The successful candidate will report to the Principal - Business Development and will...
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Senior Fund Accountant
3 weeks ago
New York, New York, United States Gen II Fund Services Full time{"Job Title": "Senior Fund Accountant", "Job Summary": "We are seeking a highly skilled Senior Fund Accountant to join our team at Gen II Fund Services, LLC. As a Senior Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work...
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Private Banking Professional
3 weeks ago
New York, New York, United States F.N.B. Corporation Full timePrivate 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...
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Private Banking Specialist
3 weeks ago
New York, New York, United States F.N.B. Corporation Full timePrivate 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...
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Private Equity Fund Accounting Manager
4 weeks ago
New York, New York, United States Gen II Fund Services Full timeAbout the RoleWe are seeking a highly skilled Private Equity Fund Accounting Manager to join our team at Gen II Fund Services, LLC. As a key member of our team, you will be responsible for managing the financial operations and accounting of our private equity fund clients.Key ResponsibilitiesManage daily fund operations and ensure accurate and timely...
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Private Capital Advisory Associate
3 weeks ago
New York, New York, United States Stifel Full timeAbout 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...
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Private Capital Advisory Associate
2 weeks ago
New York, New York, United States Stifel Full timeAbout 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...
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Senior Leveraged Finance Banker
3 weeks ago
New York, New York, United States I.N.G. Group, LLC Full timeAbout the RoleING's Acquisition Finance group in the Americas is seeking a Vice President to assist in new business origination efforts and execute sponsor-backed leveraged finance transactions. This role involves collaborating with senior bankers to source and originate new business opportunities, overseeing deals, and performing a range of activities...