Private Banker. Salary at Citibank, Na BETA

Private Banker Location: Miami, FL Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients. Responsibilities: Develop and expand relationships with high-net-worth clients, focusing on the Latin American market. Actively prospect and onboard new clients to grow the existing book of business. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions. Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies. Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction. Mon

COMPANY DESCRIPTION: Our client is a newly formed, well capitalized multi-family office with headquarters in NYC. Employees of this firm work in the office 3 days per week on average. JOB DESCRIPTION: Our client is seeking an experienced and detail-oriented Client Advisor to take primary day-to-day responsibility for managing the investment activity of one of the anchor family clients. This role will involve actively monitoring and coordinating all aspects of the client’s investment portfolio, tax strategy, liquidity planning, and investment-related administration. While initially the candidate will focus exclusively on one anchor family, the expectation is that over time each of the Client Advisors will become familiar with all anchor families in order to provide team collaboration and best practices across the client base. JOB REQUIREMENTS: -At least 5 years of experience working for a wealth management firm, multi-family office, single family office, or other financial services firm

Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S. Position Specifications: The SVP, Private Banker at NexBank provides concierge lending to ultra-high net worth individuals who is collaborative, confident, and motivated to provide a first-class experience to clients at NexBank.This role orchestrates client relationships, assessing their borrowing and treasury management. An ideal employee of NexBan

Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. As a Private Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Business Banker/Relationship Managers client base. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and ensuring a white glove experience when transitioning clients to Citizens. You will have the opportunity to assist Business Bankers/Relationship Managers in developing and maintaining client relationships by selling the full range of products and services and referring opportunities to business partners where needed. Youll maintain a professional relationship to

Job Description Job Description Citizens Bank & Trust POSITION DESCRIPTION POSITION TITLE: Private Banker DEPARTMENT: Wealth Management CLASSIFICATION: Exempt REPORTING RELATIONSHIP POSITION REPORTS TO: Director of Wealth Management POSITIONS SUPERVISED: None POSITION SUMMARY Private Bankers are responsible for attracting wealthy, affluent and professional customers to Citizens Bank & Trust. They also work to bring in new customers who are considered “centers of influence” in the community. The bankers often meet their clients outside of the bank at a time and place convenient to the clients, and strive to give exemplary service in their market segment. Private Bankers often coordinate guidance of their clients’ financial affairs with other trusted advisors, such as attorneys, accountants and insurance agents. In addition, they are often the primary contact in the relationship that their clients have with other Citizens Bank & Trust team members (commercial lenders, trust advisors, etc

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that se

Overview: PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. What you will do Develop new relationships externally through referrals

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats 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 a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Bankers primary purpose is cultivating new and servicing existing bank relationships resulting in efficient delivery of credit and other bank services. This includes active portfolio management providing both banking and customized lending solutions to new and existing clients, plus introductions to Wealth and Commercial partners. In addition to using an existing external network and centers of influence, this specific role collaborates with internal related partners, including CIBC Private