• Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    …**Responsibilities:** + Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth ... partnership introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI ( Banking ). This individual will be a… more
    Citigroup (04/29/25)
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  • Citi Wealth / Private Bank - HNW Banker…

    Citigroup (New York, NY)
    …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
    Citigroup (03/04/25)
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  • Private Wealth Analyst

    City National Bank (New York, NY)
    …individuals and families within a specific region. Partners with Private Banking team in business development and relationship management activities ... *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB...and clients. WHAT WILL YOU DO? * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio… more
    City National Bank (05/17/25)
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  • Citi Wealth - VP, RFP Writer

    Citigroup (New York, NY)
    …Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors across a large global organization. In ... to proposals for CGWI & CPB's various product offerings including: investment management , banking , advisory, custody, escrow, financing, etc. Additionally, the… more
    Citigroup (05/30/25)
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  • Associate Banker SAFE Act LO - C12/AVP…

    Citigroup (New York, NY)
    …teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (03/20/25)
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  • Citi Wealth / Private Bank - UHNW…

    Citigroup (New York, NY)
    …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an...and Citi Private Bank product offerings including: trusts, custody, banking and credit. + For those clients covered directly… more
    Citigroup (03/04/25)
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  • Director, Global Sales Execution, Global…

    Scotiabank (New York, NY)
    …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... Director, Global Sales Execution, Global Transaction Banking **Requisition...decisions. **Education & Experience** + 7+ years of transaction banking experience incl. global cash management , liquidity… more
    Scotiabank (03/29/25)
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  • Director, Equity Sales Trader; Global…

    Scotiabank (New York, NY)
    …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... Director, Equity Sales Trader; Global Banking & Markets;... & Markets provides a full range of investment banking , credit and risk management products and… more
    Scotiabank (04/09/25)
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  • Director, Liquidity Management - Deposit…

    Scotiabank (New York, NY)
    …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... Liquidity Management - Deposit Solutions (US), Global Transaction Banking (GTB) **Requisition ID:** 214812 **Salary Range:** 180,000.00 - 301,500.00 _Please… more
    Scotiabank (04/18/25)
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  • Associate Director, Treasury Management…

    Scotiabank (New York, NY)
    …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... Associate Director, Treasury Management Officer, Global Transaction Banking -...and lead business process reviews aligned to key client sales opportunities. + Partner with internal product stakeholders to… more
    Scotiabank (05/02/25)
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