Register
Recruit Create CV

Private Banking Jobs in New York

Private Banking Officer Ii
By City National Bank At New York, NY, United States
Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required.
Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
Strong risk management and operations knowledge.
Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.
Minimum 5 years of experience in a banking or financial services environment required
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
Investment Banking Associate, Private Capital Advisory
By Talvana At New York, NY, United States

Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our ...

Investment Banking Analyst, Private Capital Advisory
By Talvana At New York, NY, United States

Jefferies Private Capital Advisory (“PCA) Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the ...

Gwm Private Bank Banking And Rre Pricing Manager
By Citi At , New York, Ny $175,000 - $250,000 a year
Project management experience with demonstrated ability to synthesize information, prioritize business goals and drive results with a high sense of urgency
Ensure that management is informed of the latest developments and initiatives within partner organizations
Ability to navigate and analyze large data sets; strong Excel, Access and PowerPoint skills. Qlik knowledge is a plus
Work closely with Treasury and Finance on Balance Sheet costing and funding improvements
Build productive relationships with internal partners including Sales, Finance, Treasury, Legal, Compliance, Technology and Operations
At least 10 years of Deposit, Mortgage, Balance Sheet, or Treasury experience
Investment Banking Vice President | Private Capital Advisory
By Jefferies At New York, NY, United States
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 Vice President to join its PCA team in New York.
Strong multi-tasking and organizational skills with consistent attention to detail
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 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

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