Register
Recruit Create CV

Private Banking Jobs

Investment Banking Associate | Private Capital Advisory
By Jefferies At New York, NY, United States
3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting)
Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits)
Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement
Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation
Jefferies is seeking an experienced Associate to join its PCA team in New York.
Strong multi-tasking and organizational skills with consistent attention to detail
Investment Banking Analyst | Private Funds Group
By Houlihan Lokey At New York, United States
The management of fundraising processes, including investor tracking and client communication
Strong tertiary qualifications in any subject, with a strong academic background
At least 2-3 years of experience in investment banking, investor relations, a placement agency, accounting, or consulting from a blue-chip institution
Superior analytical skills and ability to solve problems and provide solutions using data
Strong written and verbal communication skills
Pro-active and resourceful attitude of solving problems independently, with the support of an experienced senior team
Vp, Public Affairs – Personal Banking (Retail Banking)
By Citi At , New York, Ny $125,540 - $188,310 a year
Demonstrated project management and decision-making skills.
Manage reputational risks and issues management, helping evolve our systems in the process.
Exceptional verbal and written communication skills.
Help develop proactive integrated communications strategies inclusive of earned media, influencer, data-driven storytelling, events, community engagement and more.
Prepare press releases and other communications materials including talking points, press statements, award submissions, pitches, and other briefing materials.
Write and edit internal messages from senior executives.
Private Jobs
By The Well Counseling and Consulting Group At Indianapolis, IN, United States

Are you tired of being overworked with no balance in your life? Would you like to help clients while also having the freedom and flexibility in your schedule that you desire? Would you love the perks ...

Director Of Finance & Strategy - Private Banking
By Brown Brothers Harriman At Charlotte, AR, United States
10+ years experience in a financial planning & analysis role
Bachelor’s degree or equivalent experience required; MBA a plus; CFA a plus
Deep knowledge of the Private Banking industry
Strong knowledge of the market and how it impacts strategic initiatives.
Strong business and presentation writing skills
Strong written and oral communication skills
Voice Teacher Private/Semi-Private Instructor
By Bach to Rock: America's Music School At Bristow, VA, United States
Effective time management and organizational skills to keep students on task in a lesson
Experienced performer (either solo or group)
Experience working with youth and/or beginning musicians
Teach private and semi-private lessons using Bach to Rock curriculum and cover song arrangements
Create an encouraging, fun, and focused lesson atmosphere
Assess a student’s readiness to join a band or ensemble
Private Banking Operations Associate
By Morgan Stanley At New York, NY, United States
Strong organizational and time management skills
Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
Demonstrated track record of achievement with the ability to take initiative in a challenging environment
Self-motivated with a strong sense of ownership and accountability for tasks
Detail oriented and ability to adhere to strict timelines
Ability to multi-task and work in a fast pace environment
Private Banking Officer Jobs
By Comerica Bank At San Jose, CA, United States
Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Manage customer relations and new business development with a periodic review of existing loan commitments.
7 years of experience in commercial or private lending
7 years of experience financial sales
What We Can Offer You
Comerica Funded Retirement Plan and 401(K) Matching
Premier Operations Assistant, Private Banking Assistant
By Farmers State Bank At , West Des Moines, 50266, Ia
Other projects/duties as assigned by the senior management team.
Establish, manage, and create high-quality client proposals, presentations and sales tools for Private Banking and Treasury Management Officers
Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
Assist Bankers with completing the necessary documentation for Beneficial Ownership compliance requirements
Intermediate PC skills (Excel, Word, etc.)
Effective decision making and problem-solving skills
Odp Jaringan & Retail Banking
By PT Bank Mandiri (Persero) Tbk. At Jakarta, Indonesia
Demonstrate professional dispositions with good networking and communication skills
Good networking skills in formal and non-formal approaches with various levels of correspondence
Good critical thinking and analytical skills in inquiring and acquiring relevant, comprehensive information
Local or International Bachelor's graduates (S1) or Master's/post-graduate (S2) in the relevant field of studies from a reputable University
Fluent in English, both written and verbal communication
No member of nuclear family currently works in Bank Mandiri (i.e., parents, siblings)
Private Banking Assistant Jobs
By Banco Sabadell, Miami Branch At Miami, FL, United States
• Minimum 2-5 years of related experience or training.
• Assist Private Bankers in the update of account documentation for existing accounts.
• Prepare documentation for account openings and investment portfolios following the established compliance guidelines.
• Execute orders received by telephone calls, faxes, email, or mail.
• An Associate's, Bachelor’s degree or a four-year degree or equivalent.
• Ability to speak, write and read English and Spanish fluently (required)
Private Asistant Jobs
By 768 FERGUSON, LLC At United States
Excellent time management, attention to detail, and decision-making skills
Excellent time management, ability to prioritize, self-sufficiency
Strong analytical skills and proficiency with data analysis tools such as SQL, Python, or R
Experience with data visualization tools such as Tableau or Power BI
Strong attention to detail and ability to manage multiple tasks and priorities in a fast-paced environment
Excellent communication and collaboration skills

Are you looking for an exciting career in Private Banking? Join our team and be part of a dynamic, fast-paced environment where you can make a real difference. With our competitive salaries and benefits, you'll have the opportunity to work with some of the most successful clients in the industry. Take your career to the next level and become a part of our team today!

Overview of Private Banking Private banking is a specialized form of banking that caters to the financial needs of high net worth individuals and families. Private bankers provide a range of services, including wealth management, investment advice, and estate planning. Private bankers also provide access to exclusive banking products and services, such as private banking accounts, private lending, and private banking services. Detailed Job Description of Private Banking Private bankers are responsible for providing a range of financial services to high net worth individuals and families. This includes providing advice on investments, estate planning, and other financial matters. Private bankers also provide access to exclusive banking products and services, such as private banking accounts, private lending, and private banking services. Private bankers must be knowledgeable about the financial markets and have a strong understanding of the needs of their clients. Private Banking Job Skills Required
• Knowledge of financial markets and investments
• Ability to provide financial advice and guidance
• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Ability to analyze financial data and make sound decisions
• Knowledge of banking products and services
• Ability to work independently and as part of a team
Private Banking Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Master’s degree in finance, accounting, or a related field
• Professional certification in financial planning or wealth management
• Previous experience in banking or financial services
Private Banking Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of estate planning and tax laws
• Knowledge of risk management and portfolio management
Private Banking Job Experience
• Previous experience in banking or financial services
• Previous experience in providing financial advice and guidance
• Previous experience in managing investments
• Previous experience in managing client relationships
Private Banking Job Responsibilities
• Provide financial advice and guidance to clients
• Analyze financial data and make sound decisions
• Manage client investments and portfolios
• Monitor financial markets and investments
• Develop and implement financial plans
• Manage client relationships and provide customer service
• Ensure compliance with financial regulations and laws