Senior UHNW Private Banker & Wealth Strategist
Citi
Citi Private Bank in Toronto is seeking a Senior Private Banker to lead client acquisition and relationship management for ultra high net worth individuals, delivering tailored strategies across lending, investment management, and wealth planning. You will act as a senior trusted advisor to sophisticated clients, leveraging Citi's global capabilities to address complex financial needs.
This role emphasizes high-impact relationship leadership, cross-team collaboration, and delivering bespoke
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior UHNW Private Banker & Wealth Strategist in Toronto, ON vacancy
- ...assigned Branches may be required. Scope of Position The Wealth Banker will drive the provision of investment-oriented financial... ...planning and annual reviews while working in conjunction with senior wealth team members to identify opportunities for more complex...SeniorFull timeImmediate start
Alterna Savings
Toronto, ONmore than 2 months ago - ## Citi Private Bank | UHNW BankerApply: Hybrid: Toronto - Canada: Full time: Posted Today: 26998929Wealth... ...Citi to serve the entire continuum of wealth clients - from affluent to ultra-high... ....Citi Private Bank is looking for a Senior Private Banker to lead client acquisition...SeniorLong term contractFull timeWork at officeImmediate startRemote work
$70 - $90 per hour
...'Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Management and Asset Management Specialist Type: Contract... ...~3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office. ~ Background in financial...SuggestedFull timeContract workSummer workWork at officeRemote workMercor
Toronto, ONmore than 2 months ago$200k - $350k per year
...Wealth brings together the full power of Citi to serve the entire continuum... ...lines - Citigold, Citi Private and Wealth at Work - we work with... ...Citi Private Bank is seeking a Senior Investment Counselor to serve as... ...— one that serves over 10,000 UHNW clients globally, including 40%...SeniorLong term contractFull timeWork at officeRemote work- Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning. We seek a dedicated Private Wealth Manager...SeniorFull timeRemote work
- ...Our client is hiring an Associate Strategist to support project teams across all aspects of qualitative market research projects, including... ...Assists Project leads in communication of recruiting requirements to Senior Project Manager Updates the project tracker and flags issues...SeniorFull timeWork at officeRemote work
Junction Collective
Toronto, ON5 days ago $96.9k - $136.8k per year
...Description: Department Overview: At TD Wealth, Advisors strive to deliver exceptional... ...in TD Wealth's Advice Businesses. Our Senior Practice Consultants are skilled in diagnosing... ...and coaching with HNW Advisory teams (Private Investment Advice). The incumbent will...SeniorPermanent employmentFull timeInternshipWork at officeLocal areaWork from home$130k - $170k per year
...A place to grow with purpose, make a real impact, and thrive together. We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and shape what comes next. Be part of something bigger. Build with us today - Now. For tomorrow...SeniorPermanent employmentFull timeCasual workSeasonal workWork at officeLocal areaMonday to fridayFlexible hoursBaker Tilly Wm
Toronto, ONmore than 2 months ago- ...We do have a job opening for IT Enterprise Architect/Strategist - Senior for our direct client Province of Ontario. The position details are given below: Job Details: Job ID: RQ11173 - IT Enterprise Architect/Strategist - Senior Location : 222 Jarvis Street, Toronto...SeniorFull time
Itprofound Inc.
Toronto, ONmore than 2 months ago $57k - $65k per year
...Proactively solicit referrals from existing members to increase Alterna’s mortgage portfolio. ~ Through proactive relationship management the Banker will retain and grow the mortgage credit book of the branches assigned ~ Attend local business events to promote Alterna in the...Full timeLocal areaAlterna Savings
Toronto, ONmore than 2 months ago- ...The IT Enterprise Architect/Strategist - Senior develops, advocates, and champions Ontario Healthâs digital solutions by providing solution design expertise and guidance internally, to local and province-wide health care organizations, and delivery partners to facilitate...SeniorFull timeLocal area
Maarut Inc
Toronto, ONmore than 2 months ago - ...What You Offer ~2+ years of experience in agency-side marketing ~2+ years of experience in performance marketing ~ Brilliant strategist and a truly T-shaped marketer ~ World-class project manager who knows how to get things done on time and below cost ~ Availability...SeniorRemote jobFull timeWork at officeHome office
Directive Corporation
Toronto, ONmore than 2 months ago - ...in days) to receive an alert: Title: Senior Manager, Wealth Credit Structuring Requisition ID:... ...of problem loan accounts domiciled to Private Banking. The role acts as a key escalation... ...considerations. ~ Understanding of UHNW/HNW client needs and complex credit...Senior
$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description Summary:**Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue...Full timeRemote work- ...in days) to receive an alert: Title: Senior Manager, Wealth Management Taxation - Toronto, ON... ...worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning... ...pertaining to individuals, trusts, and private corporations; Taxation of Canadian...Senior
- ...globally recognized boutique market research company is looking for a Strategist to work with their Pharma/Healthcare clients. The role of the... ...lead • Manages and highlights recruiting requirements to Senior Project Manager Client Management • Understands and manages...SeniorFull timeRemote work
Junction Collective
Toronto, ON5 days ago $150k - $180k per year
...Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience...Full timeInternshipWork at officeLocal area- ...Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial...Full time
$166.6k - $250k per year
...Opportunity: Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are seeking a VP,... ...High-Performing Future Ready Teams Lead, coach, and develop senior leaders with a focus on improving performance outcomes, building...SeniorFull timeWork at officeRemote workShift workMeridian Credit Union
Toronto, ONmore than 2 months ago$83k - $98k per year
...where they are. Find our story here: About Meridian As a Wealth Sales Coach: You are responsible for providing guidance and... ...President, Wealth to help through an indirect reporting line to the Senior Financial Planning team they support. The Wealth Sales Coach also...SeniorFull timeWork at officeRemote workMeridian Credit Union
Toronto, ONa month ago- Drive wealth management success with Scotiabank as a Senior Manager, specializing in tax strategy and planning in Toronto, ON. Engage with high net worth clients... ...providing expert tax planning support to complex HNW and UHNW clients. Your contributions will enhance the Total...Senior
$120k - $215k per year
...Family Group: MarketingRole Overview The Director, Canadian Private Wealth Marketing is responsible for shaping and leading the marketing... ...sustainable growth. The Director acts as a trusted advisor to senior leaders, bringing an expert understanding of the Private Wealth...SeniorLong term contractPermanent employmentFull timeContract workTemporary workPart time- ...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years’... ...ensure cost-effectiveness and quality service. Collaborate with Senior Management to align operational goals with the organization’s...SeniorFull timeWork at officeRemote workFlexible hours1 day per week
The Successful Investor
Toronto, ONmore than 2 months ago - ...Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team in Toronto. Ideal candidate has 5+ years of wealth management experience, is fully licensed in Canada with US cross-border licensing, and possesses strong...
- ...Description About MUFG Investor Services MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration...SeniorFull timeInternshipWorldwide
Mufg Investor Services
Toronto, ONmore than 2 months ago - ...Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built... .... To learn more, visit us at . Job Description The Senior Associate will play a key role in the delivery of fund...SeniorFull timeInternshipWorldwide
Mufg Investor Services
Toronto, ONmore than 2 months ago - ...inclusive workplace that rewards your contribution. Job Description The Senior Associate will support the day-to-day administration and financial reporting service requirements for our Private Equity and Private Debt clients. The role will include the below key tasks....SeniorFull timeInternshipWork at office
Mufg Investor Services
Toronto, ONa month ago $85k - $100k per year
...About the Role As a Senior Strategist, Enterprise, you will work with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets worldwide, and we work with their C-suites and business leaders as well as...SeniorFull timeWork at officeWork from homeWorldwideFlexible hours- ...What You Offer ~2+ years of experience in agency-side marketing ~2+ years of experience in performance marketing ~ Brilliant strategist and a truly T-shaped marketer ~ World-class project manager who knows how to get things done on time and below cost ~ Availability...SeniorRemote jobFull timeWork at officeHome office
Directive Corporation
Toronto, ONmore than 2 months ago - Bespoke Concierge Critical Care & Pain Management post in Dubai for an UHNW family. Tax -free package from £260,000 GBP. Secure clinical... ..., working in close operational synergy with Western -trained Private Nurses and Physiotherapists to ensure flawless health monitoring....Full timePrivate practiceWork from home
Medical Staff Talent
Toronto, ONmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Private Banker & Wealth Strategist. Be the first to apply!
Related searches
- conseiller clientèle banque Toronto, ON
- conseiller financier banque Toronto, ON
- communications strategist Toronto, ON
- strategy consultant Toronto, ON
- digital strategist Toronto, ON
- senior financial accountant Toronto, ON
- senior delivery manager Toronto, ON
- senior project coordinator Toronto, ON
- senior commissioning manager Toronto, ON
- senior qa analyst Toronto, ON