Private Banker Jobs in Costa Mesa
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Search Results - Private Banker Jobs in Costa Mesa
Citigroup Inc.-Costa Mesa
Citigroup Inc. in Costa Mesa, CA, seeks a Private Banker Func Group Mgr to lead a team of senior professionals in Citi Private Bank.
The role requires broad, strategic knowledge and expert client advisory skills for UHNW clients, with a focus...
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Citigroup Inc.-Costa Mesa
private banking services, collaborating with internal partners to deliver comprehensive solutions.
The role requires senior-level judgment, extensive investment experience, and the ability to work across currencies and jurisdictions in a fast-paced
#J...
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Citi-Costa Mesa
Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team. You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment...
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Citigroup Inc.-Costa Mesa
The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding of
The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences...
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Citi-Costa Mesa
Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative...
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Citi-Costa Mesa
that determine technical approaches and strategies for their area, having a significant impact on the function and the business.
Responsibilities
• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing...
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Citigroup Inc.-Costa Mesa
and existing clients with appropriate investment advice and solutions.
• Combinein depthknowledgeof traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities...
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Citi-Beverly Hills (CA), 39 mi from Costa Mesa
Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering...
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Citi-Beverly Hills (CA), 39 mi from Costa Mesa
Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead...
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Citi-Beverly Hills (CA), 39 mi from Costa Mesa
with transparency.
Qualifications
• 15+ years of experience
• 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...
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