Senior Private Banker Uhnw Clients
Citigroup Inc.
Lead ultra-high-net-worth client acquisition and relationship management at Citi Private Bank, using lending and investment expertise. The role is full time.As a Senior Private Banker, you will advise sophisticated clients across investment management, risk management, lending, and liquidity solutions. You will build lasting partnerships while coordinating Citi specialists to address complex financial needs. The position focuses on relationship-led business development and trusted advice.Key Responsibilities:
Convert UHNW prospects into long-term Citi Private Bank clientsAdvise clients across investment, lending, risk, and liquidity solutionsAnticipate significant life and business eventsCultivate multi-generational family relationships and expand wallet shareCoordinate specialist teams for integrated financial solutionsRequirements:
15 or more years in private banking or wealth managementExperience serving ultra-high-net-worth client segmentsProven relationship-led sales and business development successKnowledge of investments, lending, mortgages, and financingBachelor's degree or equivalent university-level educationApply senior private banking expertise to UHNW relationships, financial strategy, client acquisition, and Citi's global capabilities.
#J-18808-Ljbffr
Convert UHNW prospects into long-term Citi Private Bank clientsAdvise clients across investment, lending, risk, and liquidity solutionsAnticipate significant life and business eventsCultivate multi-generational family relationships and expand wallet shareCoordinate specialist teams for integrated financial solutionsRequirements:
15 or more years in private banking or wealth managementExperience serving ultra-high-net-worth client segmentsProven relationship-led sales and business development successKnowledge of investments, lending, mortgages, and financingBachelor's degree or equivalent university-level educationApply senior private banking expertise to UHNW relationships, financial strategy, client acquisition, and Citi's global capabilities.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Private Banker Uhnw Clients in Winnipeg, MB vacancy
- ## Citi Private Bank | UHNW BankerApply: Hybrid: British Columbia Canada: Full time: Posted... ...to serve the entire continuum of wealth clients - from affluent to ultra-high net worth... ....Citi Private Bank is looking for a Senior Private Banker to lead client acquisition...SeniorLong term contractFull timeWork at officeImmediate startRemote work
- Citi Private Bank in British Columbia, Canada seeks a Senior Private Banker to lead acquisition and ongoing relationship management for ultra-high net worth individuals.... ...while coordinating specialists to meet evolving client needs. With 15+ years in private banking, you will...Senior
$50.6k - $71.4k per year
...best suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in... ...banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter...SuggestedFull timeTraineeshipWork from homeRelocation$96.9k - $136.8k per year
...poste :****Department Overview**TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning... ...solutions and Credit Management to affluent HNW & UHNW clients. Our Senior Private Bankers support everyday banking...SeniorFull timeWork at officeWork from home- National Bank of Canada is seeking a Senior Private Banker to deliver tailored credit and financing strategies for high-net-worth clients, collaborating with National Bank Financial Wealth Advisors to provide an integrated wealth-management experience. You will structure complex...Senior
- A career as a Senior Private Banker at National Bank means acting as a trusted expert in credit and financing solutions for high-net-worth clients. Working in partnership with National Bank Financial Wealth Advisors, you will support clients with complex financial and wealth...SeniorLong term contract
- ...deepening existing high value Wealth Management client relationships. Responsible for identifying... ...for professional development in Private Banking and Wealth Management. Lead With... ...referral sources Must be an experienced banker with exceptional interpersonal, leadership...Long term contract
- What is the opportunity? We are currently seeking a Private Banker to join our team in the Calgary region. You will be an accredited professional... ...day-to-day banking. You will be responsible for bringing new clients to RBC by building a strong network in your local market while...Long term contractFull timeLocal areaImmediate startFlexible hours
- ## Citi Private Bank | UHNW Investment CounselorApply: Hybrid: British Columbia Canada: Full... ...to serve the entire continuum of wealth clients - from affluent to ultra-high net worth... ...platforms.Citi Private Bank is seeking a Senior Investment Counselor to serve as a...SeniorLong term contractFull timeWork at officeRemote work
- Lead Associate Private Bankers in Vancouver with client service, financial analysis, and customized private banking solutions. Guide affluent clients and strengthen team performance.As a Senior Associate Private Banker at Scotiabank, you will lead delivery across an assigned...SeniorWork at office
- A career as a Private Banking Relationship Manager with the Private Banking 1859 team at National... ..., you make a positive impact on the client, employee, and user experience, while contributing... ...professionals and report to the Senior Director, Private Banking 1859. Our team stands...Senior
- ...PurposeAs a leader of an Associate Private Banking team the incumbent contributes... ...updates, enhancements and training. As a Senior Associate Private Banker, the incumbent will work closely with... ...level of service and advice during all client interactions by: Demonstrating a passion...SeniorWork at office
$19 - $24 per hour
...Amp Up Your Career We are seeking a Client Care Coordinator who is ready to join an organization that combines passion and performance... ...performance through effective schedule management. Reporting to the Senior Area Manager, you will act as the first point of contact for our...SeniorFull timeWork at officeWorldwideMonday to friday- RBC seeks a Private Banker in Calgary to deliver wealth planning, credit, cash management, and day-to-day banking advice. Serve high net worth... ...management.This accredited professional builds new client relationships and deepens existing ones through discovery and advice...Local area
$43.3k - $56.7k per year
...provide you more specific details for this role. Job Description: TD Private Wealth Management takes a sophisticated and holistic goals... ...to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to...Full timeWork from home$50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....$45k - $54k per year
...and more than 28 million activations, and are used by more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS) company with employees in Canada, the U.S., India, and Europe. For more information, please...Permanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift- ...Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships...Flexible hours
- ...support our people, patients, their families, and our communities. Humble and approachable, we achieve more together. Reception - Client Care Receptionist Do not miss out on this unique opportunity to join a fun and dynamic team! VetStrategy is an equal opportunity employer...
- ...travel experiences. We bring to life each client’s desire to travel in a way that’s tailored... ...for them, in the company of local private guides who ensure that they enjoy the authentic... ...understanding of the expectations of HNW and UHNW clientele. ~ Strong knowledge of luxury...Long term contractInternshipLocal areaWorldwide
$18 per hour
Overview Languages English Education ~ Secondary (high) school graduation certificate Experience Experience an asset On site Work must be completed at the physical location. There is no option to work remotely. Work setting ~ Employer's ...Permanent employmentFull timeRemote work- ...Job Details Job Title Child caregiver - private home Job details • Location: 1225 Jefferson Avenue suite 209 Winnipeg, MB R2P 0M3 • Salary: $18.00 hourly / 35 hours per week • Terms of employment: Permanent employment, Full time • Starts: As soon as possible...Hourly payPermanent employmentFull timeImmediate start
$18 - $22 per hour
...Produce informational materials to increase awareness of services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies Answer written and oral inquiries Assist in the preparation of brochures, reports,...Permanent employmentFull timePart timeWork at officeRemote work$18 per hour
...be completed at the physical location. There is no option to work remotely. Work setting Employer's home Work in employer's/client's home Responsibilities Tasks Follow parents’ lead with toilet training Assume full responsibility for household in absence...- Advise private clients in Zurich using UK tax and cross-border succession law expertise. Work with individuals, family offices, fiduciaries, and financial institutions.As a Senior Associate, you will support the Global Private Client team on UK, Swiss, and international matters...Senior
- Lead private client tax strategy at RSM, advising business owners and high net worth families through complex planning and compliance matters.RSM’s Private Client Services practice seeks a Tax Senior Manager to advise clients across local and international operations. You will...SeniorPrivate practiceLocal area
- Scotiabank in Edmonton is seeking a Wealth Management Banker to build and deepen high net worth client relationships. You will identify lending, deposit and... ...deliver integrated wealth solutions. You will market Private Banking credit solutions, develop business strategies...Senior
- Use private client taxation and estate planning experience with KF Matheson’s family office tax team, supporting sophisticated structures and stakeholders.As Senior Tax Associate, you will work closely with the Senior Tax Manager on compliance, advisory, and planning needs....SeniorWork at office
$65k - $88k per year
...and more than 28 million activations, and are used by more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS) company with employees in Canada, the U.S., India, and Europe. For more information, please...Long term contractFull timeWork at officeRemote workFlexible hours- ...relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make...Full timeBank staffRemote work2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker Uhnw Clients. Be the first to apply!
Related searches
- conseiller financier banque Winnipeg, MB
- conseiller clientèle banque Winnipeg, MB
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB

