Lead Wealth Management Banker - Professional Services Job at Wells Fargo (Palo Alto)

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...

Location

Hong Kong , Central and Western District

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 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

equal opportunity employer
reasonable accommodations for persons with disabilities
global benefits designed to support well-being, growth, and work-life balance

Fulltime

Private Banker

The Private Banker Lead role at Citi involves working with ultra-high-net-worth ...

Location

Hong Kong SAR , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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 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

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional providing in-depth expe...

Location

Hong Kong , Central and Western District

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 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

Fulltime

Private Bank Investments Platform Delivery Manager

You’ll support the Singapore Private Bank in delivery of key initiatives relatin...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Experience in Operations / platform delivery / business facing roles working with Front Office, Product teams and supporting Agile Delivery team in a private bank/ wealth management environment
Ability to make evaluative judgements based on the analysis of factual and qualitative information and identify solutions based on sophisticated analytical thought comparing and selecting alternatives
Legal Right to Work in Singapore
Experience in strategy design & execution, scalable and stable platform management, regulatory risk mitigation & management, platform development
Business ownership of system, processes & procedures on the platform and end to end client journey management, oversight, business continuity & service recovery
Management, understanding and interpretation of local & group regulatory requirements & standards
Experience in driving Platform strategy and change agenda
Experience in using KPIs and data to monitor and measure platform effectiveness
Experience in managing, reporting and representing the platform performance at governance fora
Experience in external and internal stakeholder management including regulators, senior leaders, client facing colleagues and infrastructure partners

Job Responsibility

Take responsibility for end-to-end local Platform management including – strategy design & execution, scalable and stable platform for client & colleagues, regulatory risk mitigation & management, platform development
Business ownership of system, processes & procedures on the platform and end to end client journey management, oversight, business continuity & service recovery
Management, understanding and interpretation of local & group regulatory requirements & standards
Driving Platform strategy and change agenda, seeking innovative solutions to differentiate, streamline and de-risk the platform to directly contribute to client experience, Banker efficiency and managing / reducing regulatory risk
Using KPIs and data to monitor and measure of the platform effectiveness and change improvements
Managing, reporting and representing the platform performance at relevant governance fora
External (where required) and internal stakeholder management including regulators, senior leaders, client facing colleagues and infrastructure partners
Provision of guidance, coaching and support to improve colleagues' delivery quality
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness
Collaborate closely with other functions/ business divisions

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Opportunity to embrace mobility, exploring every part of our operations as you build your career

Fulltime

Private Banker

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

Location

Hong Kong SAR , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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 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

equal opportunity employer
accessible tools and reasonable accommodations for people with disabilities

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional responsible for develop...

Location

Hong Kong , Central and Western District

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 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
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
help clients achieve broad financial/investment goals related to the creation and management of wealth
develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs

What we offer

Equal opportunity employer
compliance with applicable laws, rules, and regulations
commitment to diversity and inclusion

Fulltime

Private Banker

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

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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 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

Equal opportunity employer
reasonable accommodation available for individuals with disabilities

Fulltime

New

Seasonal team member

Longleat is seeking enthusiastic and customer focused Seasonal Team Members to j...

Location

United Kingdom , Longleat

Salary:

10.30 - 12.21 GBP / Hour

Longleat Enterprises Limited

Expiration Date

March 08, 2026

Requirements

A passion for delivering a great guest experience and willing to go out of your way to do so
Good team player with excellent interpersonal skills
Ability to remain calm and efficient under pressure
Excellent communication skills with a confident and friendly nature
Be honest, reliable and committed, and enjoy responsibility and exceeding expectations
You must be aged 16 or over, and above school leaving age to apply for this role
For Attractions Team Member role: applicants must be aged 18 or over
For Guest Experience Team Member role: Experience in a customer service environment is required

Job Responsibility

Food and Beverage Team Member: Delivering outstanding service at varied food outlets
Attractions Team Member: Supporting animal team with giraffe feeding, marshalling seasonal events, ensuring guest safety on rides
Retail Team Member: Engaging with guests, helping pick souvenirs, serving on till
Cleansing Team Member: Ensuring the park remains clean and presentable, focusing on guest toilet blocks
Ranger: Providing a clean and presentable environment, waste disposal, traffic management
Guest Experience Team Member: Welcoming guests at arrivals booths, resolving enquiries, meeting VIP guests, responding to questions via email, social media, or telephone

What we offer

29 days holiday inclusive of bank holidays, rising to 31 days at 5 years’ service
Unlimited free entry to Longleat for our employees
Complimentary tickets to Longleat and Cheddar Gorge and Caves, 18 per annum pro rata
50% off Membership for Friends and Family
Discounts on food and beverages and retail merchandise
Discounts on VIP Experiences and Accommodation
Discretionary bonus scheme
Employee Assistance Programme
Employer contributory pension scheme
Life assurance scheme

Fulltime

!

Lead Wealth Management Banker - Professional Services

Wells Fargo

Location:
United States , Palo Alto

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 04, 2026

Expiration:
March 13, 2026

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