Private Banker Jobs in Georgia
1 - 12 of 12
Search Results - Private Banker Jobs in Georgia
Citigroup Inc.-Atlanta
A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically...
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WELLS FARGO BANK-Marietta (GA)
experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successfully completed FINRA Series 6 and 63 exams...
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Citigroup Inc.-Atlanta
A leading financial services corporation is seeking a Senior Private Banker in Atlanta, GA. This role requires over 15 years of expertise in Private Banking, particularly in dealing with Ultra High Net Worth clients.
Key responsibilities include...
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WELLS FARGO BANK-Suwanee (GA)
experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successfully completed FINRA Series 6 and 63 exams...
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Citigroup Inc.-Atlanta
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients...
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Atlanta
with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews.
What You’ll...
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Phyton Talent Advisors-Atlanta
management and communication skills across marketing, business, and technical teams
• Experience within Wealth Management, Private Banking, Asset Management, or Financial Services preferred
• Exposure to SQL or working closely with data engineering teams...
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Marietta (GA)
Overview:
The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing...
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Citigroup Inc.-Atlanta
practices, and escalating, managing and reporting control issues with transparency.
Qualifications
• 15+ years of experience
• Licensing: Series 7 & 66 (or 63 & 65) & 31
• Extensive and proven experience in Private Banking having covered the UHNW market...
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Atlanta
of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
What You’ll Do:
• Design, construct...
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Citibank (Switzerland) AG-Atlanta
management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients. Effectively recruit, develop, promote and retain talented...
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Atlanta
goals. You’ll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.
What You’ll Do:
• Lead discovery meetings to understand clients’ financial...
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