Law Firm Group Private Banker Job at Citi (New York City)

Private Banker / Senior Private Banker (China Team)

The Private Banker Lead is a strategic professional who stays abreast of develop...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 + 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 in relationship selling
Bachelor's/University degree
Master's degree is Good To Have

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

Private Banker Senior - AVP

The Private Banker Sr. is a seasoned professional role. Applies in-depth discipl...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 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 in relationship selling
Creative and innovative
Able to priorities
Able to work as part of a team
Thrives in a business development environment
Strong communication skills
Ability to influence
Bachelor's/University degree or equivalent experience

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

Private Banker - Director - ANZ Team

The Private Banker Principal is a strategic professional who closely follows lat...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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 in relationship selling
Bachelor's/University degree
Master's degree is good to have

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

Citi Private Bank - UHNW Banker

The Banker SAFE Act is a strategic professional who closely follows latest trend...

Location

United States , San Francisco; Palo Alto

Salary:

200000.00 - 300000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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 in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Citi Private Bank - UHNW Banker

The Banker SAFE Act is a strategic professional who closely follows latest trend...

Location

United States , Los Angeles; Beverly Hills; Costa Mesa

Salary:

200000.00 - 300000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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 in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Corporate Development Manager

Hadrian is building autonomous factories that help aerospace and defense compani...

Location

United States , Los Angeles

Salary:

165000.00 - 185000.00 USD / Year

Hadrian Automation

Expiration Date

Until further notice

Requirements

4-7 years of experience in M&A-focused roles including investment banking (M&A group), private equity, or corporate development
Proven track record of leading or significantly contributing to successful M&A transactions from sourcing through close
Bachelor's degree in Finance, Economics, Engineering, or related field
Expert financial modeling skills and deep understanding of valuation methodologies (DCF, comps, precedent transactions)
Strong business judgment with the ability to evaluate strategic fit alongside financial returns
Excellent written and verbal communication skills, including experience presenting to C-suite executives and boards
Demonstrated ability to manage multiple complex projects simultaneously in fast-paced environments
High ownership mentality with a track record of driving results independently
To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR) you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State

Job Responsibility

Lead the end-to-end execution of strategic acquisitions that accelerate our growth and technological capabilities
Partner directly with the Leadership team to shape our inorganic growth strategy and execute transformative M&A transactions
Own the complete deal lifecycle from initial outreach through closing, serving as the primary point of contact for target companies and their advisors
Lead financial modeling, valuation analysis, and investment recommendations
Develop comprehensive investment theses and present recommendations to executive leadership and the board of directors
Negotiate term sheets, letters of intent, and definitive acquisition agreements alongside legal counsel
Drive deal timelines and manage competing priorities across multiple simultaneous transactions
Design and execute proactive sourcing strategies to identify targets that enhance our manufacturing capabilities, technology stack, or customer relationships
Build deep relationships with investment bankers, industry advisors, and potential acquisition targets across aerospace, defense, and advanced manufacturing
Conduct strategic market assessments to identify white space opportunities and inform build vs. buy decisions

What we offer

Medical, dental, vision, and life insurance plans for employees
401k
Relocation support may be provided for certain situations, based on business need
Flexible vacation policy

Fulltime

Capital Markets Attorney

Robert Half is seeking an experienced Capital Markets Attorney to support a soph...

Location

United States , New York

Salary:

90.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

J.D. from an accredited law school
Active bar admission in at least one U.S. jurisdiction (NY bar strongly preferred)
3–7+ years of capital markets experience within a law firm, investment bank, or in‑house legal department
Direct experience with: Securities offerings (debt, equity, public, private), 144A/Reg S transactions, Drafting and reviewing offering materials, Underwriting/dealer agreements, Derivatives or structured products
Strong knowledge of U.S. securities laws, including the Securities Act of 1933 and Securities Exchange Act of 1934
Experience supporting investment banks, issuers, capital markets groups, or trading desks
Ability to provide concise, commercially‑minded legal advice
Demonstrated experience drafting and negotiating: Offering memoranda / prospectuses, Underwriting agreements, Term sheets and disclosure documents, Opinions and related offering materials
Familiarity with: 144A/Reg S offerings, Structured products or derivatives, SEC reporting requirements and securities regulations
Strong communication skills and ability to advise senior business partners

Job Responsibility

Advise on debt and equity securities offerings, including prospectuses, underwriting agreements, and 144A/Reg S transactions
Draft, review, and negotiate capital markets and financing documentation
Support derivatives, structured products, or trading desks with legal and regulatory analysis
Interpret and advise on U.S. securities laws, including the ’33 Act and ’34 Act
Prepare or review offering documents, disclosure schedules, term sheets, and legal opinions
Collaborate with internal stakeholders, issuers, bankers, and external counsel
Ensure compliance with applicable regulatory, disclosure, and governance requirements

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

New

Branch Manager

Come and join us as a results driven Branch Manager to deliver sales and exceed ...

Location

United Kingdom , Lymington

Salary:

Not provided

City Plumbing

Expiration Date

Until further notice

Requirements

A great positive attitude
Enjoy customer interaction
Management Experience
Safe Practices
Forward Thinking
Tenacity and resilience
A pro-active approach to sales, with a strong desire and ability to win and grow new business
Experience of customer relationship management and developing a true partnership approach
Excellent communication skills
Self confident and self motivated, with the ability to work on own initiative or as part of a wider team

Job Responsibility

Effective management of the team and resource
Setting the standard of a sales orientated culture
Delivering against sales and customer demands while maximising profitability
Maximising margin and net profit
Keeping everyone safe
Build and maintain relationships with new and existing trade and retail customers
Ability to interpret and analyse financial and statistical information

What we offer

Bonus
Discounts, savings and cash back at numerous retailers
Life assurance
Extended family policy including maternity, paternity, additional annual leave and more
Mental Health First Aiders and Employee Assistance Programme, we look out for each other
Complete induction and a company that lets you grow and encourages development
Financial education and loans
Flexible working options
A business striving to create an environment of inclusion so everyone can be their true self

Fulltime

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Law Firm Group Private Banker

Job Description

Job Responsibility

Requirements

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