Associate Private Banker Morgan StanleyAssociate Private BankerNew York, NY$85,000–$140,000 / yearSkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Banking - Banker / Sr Banker - Latin America Coverage - New York Santander USPrivate Banking - Banker / Sr Banker - Latin America Coverage - New YorkNew York, NY$165,000–$225,000 / yearFor our Private Bankers, this means access to a powerful global platform, strong local-market connectivity, an open architecture investment approach, and the ability to deliver sophisticated cross-border solutions across investments, credit, wealth planning, banking, and customized financing. Our Wealth Management & Insurance business has a broad presence across Europe and the Americas, including Latin America and the United States, and reported approximately €558 billion in total assets under management and 314,000 private banking customers in 2025.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - Senior AssociateGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentGarden City, NYOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewU.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateGreenwich, CTFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing DirectorNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentGreenwich, CTFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Senior AssociateNew York, NYFull timeAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Private Banker Latam (Mexico) Citigroup Inc.Private Banker Latam (Mexico)New York, NY$192,000–$288,000 / yearAppropriately 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Senior Private Banker/Advisor Avior Executive SearchSenior Private Banker/AdvisorJericho, New YorkBachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc.Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorNew York, NY$200,000–$300,000 / yearStrategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
Licensed Private Client Banker Keybank National AssociationLicensed Private Client BankerWhite Plains, NY$25–$38.46 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Uhnw Private Banker - Managing Director Citigroup Inc.Uhnw Private Banker - Managing DirectorNew York, NY$250,000–$500,000 / yearExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself.
Citi Private Bank: Banker Team Leader - Managing Director Citigroup Inc.Citi Private Bank: Banker Team Leader - Managing DirectorNew York, NY$250,000–$500,000 / yearExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling /. Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Private Banker East West BankPrivate BankerNew York, New YorkFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Responsibilities: Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services.
U.S. Private Bank - Emerging Fund Banker - Senior Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Emerging Fund Banker - Senior AssociateNew York, NYFull timeYou'll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, banking, and credit to guide clients on all aspects of their balance sheet and showcase the full capabilities of the Private Bank. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Citi Wealth / Private Bank - HNW Banker - C15/Dir Citigroup Inc.Citi Wealth / Private Bank - HNW Banker - C15/DirNew York, NY$200,000–$300,000 / yearAppropriately 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Private Banker City National BankPrivate BankerNew York, NYRemote$127,626–$237,014 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.