Current jobs related to Citi Private Banker - San Francisco, California - Citigroup Inc
-
Citi Private Banker
4 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob Summary:The ideal candidate will be a seasoned professional with extensive experience in Private Banking, having covered the UHNW market. They will have a proven track record in relationship selling and a demonstrated ability to work with and/or lead client teams and transactions.Key Responsibilities:Client Relationship Management: Develop and maintain...
-
CA-WA Private Mortgage Banker
1 month ago
San Rafael, California, United States WELLS FARGO BANK Full timeAbout this RoleWells Fargo is seeking a skilled Private Mortgage Banker to join our team in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.Key ResponsibilitiesParticipate in soliciting residential mortgages from various sourcesProduce high-quality jumbo loans that are compliant and...
-
Licensed Client Service Associate
4 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role requires good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal candidate...
-
Orthodontist - Private Practice - Wisconsin
4 weeks ago
San Francisco, California, United States The Delta Companies Full timeCOMPENSATION AND BENEFITSCompetitive base salary starting at $250,000 for experienced orthodontistsProduction bonuses available, with potential earnings exceeding $300,000Employer covers 100% of healthcare premiumsRelocation bonus of $25,000 offeredRESPONSIBILITIES AND FACILITY DETAILSDeliver high-quality orthodontic care to patients in a private practice...
-
Investment Banking Analyst
4 weeks ago
San Francisco, California, United States Vaquero Capital Full timeVaquero Capital, a leading technology investment bank, is seeking a high-performing Investment Banking Analyst to join their team. The successful candidate will work on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions.Key Responsibilities Work on a wide range of transactions,...
-
Digital Banking Advisor
4 weeks ago
San Francisco, California, United States Citizens Full timeJob DescriptionJob Title: Private Bank Digital Banking AdvisorJob Summary: We are seeking a highly skilled Digital Banking Advisor to join our team at Citizens Private Bank. As a Digital Banking Advisor, you will be responsible for working closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with...
-
Investment Professional
4 weeks ago
San Francisco, California, United States BlackRock Services Full timeAbout this roleAbout BlackRock Private CreditBlackRock Private Credit is a leading provider of private credit solutions, delivering attractive results throughout market cycles. Our platform offers a whole portfolio approach to investing across the risk/return spectrum, leveraging our global scale to meet clients' needs. Deep and experienced teams deploy...
-
Tax Manager
4 weeks ago
San Francisco, California, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our Real Estate Tax practice in San Francisco. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including real estate private equity funds, public and private REITs, and privately owned Real Estate held by family offices or joint...
-
San Francisco, California, United States Bank of America Full timeAt Bank of America, we're committed to helping our clients achieve their financial goals through the power of our integrated treasury solutions.As a Treasury Sales Officer II, you'll be responsible for delivering customized treasury solutions to our Private Bank clients, working closely with client-facing teammates to identify sales opportunities and provide...
-
Senior Investment Banking Associate, Healthcare
4 weeks ago
San Francisco, California, United States The Goldman Sachs Group Full timeAbout the RoleWe are seeking a highly motivated and analytical individual to join our Healthcare Investment Banking team as an Associate. The successful candidate will be responsible for providing financial analysis and advice to clients across a wide range of sub-sectors, including Biotechnology, Diagnostics / Life Sciences, Healthcare Information...
-
Strategic Advisory Summer Associate
4 weeks ago
San Francisco, California, United States PJT Partners Full timePJT Partners is a leading global advisory-focused investment bank that delivers a wide range of strategic advisory, shareholder advisory, restructuring, and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.Our team of senior professionals offers a unique portfolio of advisory services...
-
Physician Specialist
4 weeks ago
San Francisco, California, United States City and County of San Francisco Full timeJob SummaryWe are seeking highly skilled Physician Specialists to join our team at the San Francisco Department of Public Health. As a Physician Specialist, you will be responsible for evaluating patient signs and symptoms, reviewing laboratory and radiological data, and diagnosing complex cases. You will also be required to institute treatments as...
-
Strategic Financial Advisor
4 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe ideal candidate will be a seasoned professional with extensive experience in Private Banking, having covered the UHNW market. They will have a proven track record in relationship selling and be able to effectively manage client expectations.Key ResponsibilitiesDevelop tailored solutions that address clients' investment, risk management, and...
-
Treasury Sales Officer II
1 month ago
San Francisco, California, United States Bank of America Full timeAbout the RoleAt Bank of America, we are driven by a shared purpose to help make financial lives better through the power of every connection. As a Treasury Sales Officer II, you will play a critical role in delivering integrated treasury solutions to our Private Bank clients.Key ResponsibilitiesDrive responsible revenue and balance sheet growth,...
-
Digital Banking Advisor
4 weeks ago
San Francisco, California, United States Citizens Financial Group, Inc. Full timeDigital Banking Advisor Job DescriptionIn your role as a Digital Banking Advisor with Citizens Private Bank, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing...
-
Investment Banking Associate
4 weeks ago
San Francisco, California, United States Union Square Advisors Full timeJob Title: 2nd Year Investment Banking AssociateJoin our team at Union Square Advisors, a leading technology-focused investment bank, as a 2nd Year Investment Banking Associate. In this role, you will play a key part in providing financial advice to our corporate clients, working closely with senior bankers to deliver mergers, acquisitions, and other...
-
Tax Manager
4 weeks ago
San Francisco, California, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our Private Client Services (PCS) team at EisnerAmper. As a Tax Manager, you will be responsible for overseeing multiple client engagements, reviewing complex returns, managing staff, and conducting research. You will also be expected to demonstrate strong leadership skills and foster...
-
Audit Staff I Position
4 weeks ago
San Francisco, California, United States EisnerAmper Full timeJob DescriptionWe are seeking a highly motivated and detail-oriented individual to join our Audit team as an Audit Staff I. As a member of our team, you will be responsible for performing detailed verification procedures necessary to examine our clients' financial statements. This includes both public and private client engagements. You will work under the...
-
San Francisco, California, United States City and County of San Francisco Full timeAbout the RoleThe Mayor's Office of Innovation is seeking a highly skilled Digital Project Analyst to join their team. As a key member of the Innovation Team, you will play a crucial role in driving key initiatives and projects that aim to improve service delivery and city performance across the City.Key ResponsibilitiesEstablish strong relationships with...
-
Corporate Development Manager
4 weeks ago
San Francisco, California, United States LinkedIn Full timeTransform the Way the World WorksAt LinkedIn, we're committed to creating economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day.About the RoleWe're seeking a highly motivated and experienced Corporate...
Citi Private Banker
1 month ago
The ideal candidate will be a seasoned professional with extensive experience in Private Banking, having covered the UHNW market. They will have a proven track record in relationship selling and be able to demonstrate extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.
Key Responsibilities- Actively identify prospects and establish contact with them/convert prospects into clients.
- Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
- Anticipate events in a client's life and business which have significant financial implications.
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Closing the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement.
- Encourage team members to work together to deepen client relationships and exceed sales goals.
- Align complementary experiences and skill sets of team members to maximize client effectiveness.
- Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions, and resolve issues.
- Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
- Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
- Ensure strong controls and effective operational and administrative services.
- Set an example of behavior to all staff.
- Partner with colleagues across the Citi network to leverage capabilities and share expertise.
- Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
- Persevere in delivering what is promised, even when obstacles arise.
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
- Understand the broad array of products and services under the Citi umbrella.
- Apply an in-depth level of knowledge in key investment and financing products.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Keep abreast of financial industry developments and current global market conditions.
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
- Seek continuous improvement, admit mistakes, and adapt behavior, based on feedback from clients and colleagues.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
