- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice… more
- JPMorgan Chase (Garden City, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- JPMorgan Chase (New York, NY)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with...not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help… more
- M&T Bank (Buffalo, NY)
- …& monitoring, and remediation plan validations. Communicate audit progress and findings to Bank management and oversee Lead Auditors and Auditors (as applicable) ... Bank 's Information Technology (IT) Engineering, Operations, Governance, Risk Management and Architecture functions. Responsible for overseeing, leading and… more
- M&T Bank (Buffalo, NY)
- …compliance. + Serve as subject matter expert for Digital Money Movement in Consumer , Business and Wealth segments understanding the payment rails, customer ... the product or service. Ensures projects, products or services are within Bank 's risk appetite. **Primary Responsibilities:** + Responsible for overall oversight of… more
- Berkshire Bank (Albany, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and digitally. Initiates, processes and closes various loans, including Consumer , Home Equities and Small Business. Is adept at...to handle multiple tasks + Strong interpersonal skills + Supervisory/ management skills Berkshire Bank is an Equal… more
- JPMorgan Chase (New York, NY)
- …similar role within the financial services industry, preferably in private banking or wealth management . + Strong understanding of the Latin American market and ... **Job Summary:** The Global Private Bank is seeking a dynamic and experienced Senior...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction… more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- Citigroup (Queens, NY)
- …been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more
- Citigroup (New York, NY)
- …been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients ... Citi's Wealth business serves the needs of clients across...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more