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 38 minutes ago
Similar jobs that could be interesting for youBased on the Senior Private Banker Uhnw Clients in Winnipeg, MB vacancy
$200k - $350k per year
...to serve the entire continuum of wealth clients - from affluent to ultra-high net worth... ...three business lines - Citigold, Citi Private and Wealth at Work - we work with the world... ...Citi Private Bank is looking for a Senior Private Banker to lead client acquisition and relationship...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
$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
- 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
- ...DescriptionWhat is the opportunity?We are currently seeking a dynamic Private Banker to join our growing team in the GTR area. You will be an... ...and 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
- ...deepening existing high value Wealth Management client relationships. Responsible for identifying... ...for professional development in Private Banking and Wealth Management.Lead With Impact... ...and referral sourcesMust be an experienced banker with exceptional interpersonal, leadership...Long term contract
- 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
- ## 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
- ...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
- 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
- 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
$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 providing... ...banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter...TraineeshipWork from homeRelocation- ...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
- 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
- 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
- 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
- We have an exciting opportunity for a Senior Associate to join our Global Private Client team in Zurich, advising individuals, family offices, fiduciaries and financial institutions on UK, Swiss and international private client matters. You’ll be joining a team that works...Senior
- Finlink Group in Markham, Ontario, is seeking a Senior Accounting Manager (Tax Leaning) to lead private client engagements, focusing on Canadian corporate tax and compilations. This full-time, in-office role requires a CPA designation and extensive public accounting experience...SeniorLong term contractFull timeWork at office
- BDC is renowned for supporting Canadian entrepreneurs. The Senior Commercial Account Manager will leverage an established West Island network... ...to generate new business opportunities while overseeing existing clients. You will provide tailored financing solutions and advisory...SeniorLocal area
- Shape customized financial solutions for affluent clients in Saskatoon through Private Banking leadership, relationship management, and sound... ...judgement. Scotiabank offers a broad platform.This Senior Associate Private Banker leads Associates supporting retail, small business,...Senior
- Elevate your career as a Private Client Manager with Kensington, creating bespoke travel experiences for high-net-worth clients. Deliver personalized... ...travel or high-touch services • Proven success with HNW and UHNW clientele • Strong knowledge of luxury hotels and travel...Long term contract
- ...commercial real estate banking in Toronto with client development, credit underwriting, and... ...JPMorgan Chase’s Real Estate Banking Group.As a Senior Client Executive, you will develop and... ...product cross-selling. You will advise private sector and institutional clients while supporting...SeniorPermanent employmentFull time
- RBC Private Banking in Mississauga is seeking a dynamic Private Banker to deliver the Black Card Experience to high net worth Canadians, focusing on wealth planning, credit... ...banking. Build a robust local network and deepen client relationships through proactive advice and...Local area
- ...expertise and trading product knowledge across complex facilities.This senior banker manages a diversified portfolio spanning commodities and single... ...and key structural termsMonitor portfolio performance, clients, industries, and regulatory agenciesProvide guidance, mentorship...Senior
- Business Development Bank of Canada in Mississauga is seeking a Senior Commercial Account Manager to leverage their network to drive new business while managing an existing client portfolio. You will provide financing and advisory services tailored to entrepreneurs, contributing...SeniorLocal area
- ...focused on sales? Tired of service requirements overshadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales – no service. Lead flow provided! The Opportunity: This highly lucrative sales...Work at officeLocal areaRemote workWork from homeHome office
- Private client taxation leads this Tax Manager role at RSM, with hybrid work aligned to an RSM office and client needs. Advise business owners and high net worth families across complex tax requirements.RSM’s Private Client Services practice seeks a Tax Manager serving nationally...Private practiceWork at office
- Lead private client tax engagements at RSM using partnership, corporate, and trust taxation expertise in a hybrid workstyle. Advise business owners and high net worth families through complex requirements.RSM’s Private Company practice seeks a Tax Supervisor supporting private...Private practice
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

