- JPMorgan Chase (New York, NY)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + ... skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for… more
- JPMorgan Chase (New York, NY)
- …appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... date + Seven plus years of experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited… more
- Citigroup (New York, NY)
- …financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...100 employees, located across the world. The team includes multi- asset class strategists who travel to provide and explain… more
- Citigroup (New York, NY)
- …cash trading needs - working closely with Sales Trading and Execution Advisory Services team to increase mindshare + Develop, implement and drive client acquisition, ... team strategy and deliver a high level of customer service + Develop new relationships, cement current relationships and...the Plan of Supervision for Global Markets and Securities Services + Adhere to all policies and procedures as… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan:** JP Morgan is a global leader in financial services , committed to delivering exceptional solutions and advice to meet our clients' needs ... 160 years of experience, JP Morgan Private Bank provides top-tier advice, service , capabilities, and products to affluent individuals and families globally. We offer… more
- Citigroup (New York, NY)
- …and institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment banking, securities ... brokerage, transaction services , and wealth management. Our core activities are safeguarding...analysis of complex structures, governance and pricing across multiple asset classes including Rates, Equities, Credit, FX, and Commodities… more
- Publicis Groupe (New York, NY)
- …and supports Epsilon's long-term growth and partnership objectives, making you a valuable asset to the team. Click here to view how Epsilon transforms marketing with ... EPIC Together** Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem....from the world's leading brands the data, technology and services they need to engage consumers with 1 View,… more
- JPMorgan Chase (New York, NY)
- …backed companies + Strong understanding of Commercial Banking products and services + Understanding and interest in high growth software, payments, ecommerce ... + Experience working with Capital Markets and Investment Banking products/ services JPMorganChase, one of the oldest financial institutions, offers innovative… more
- JPMorgan Chase (New York, NY)
- …program management that spans business and partner teams within the financial services industry. + Strong communication skills, both oral and written, including ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Touro University (Central Islip, NY)
- …+ Experience working with statistics and data is not required but will be an asset to the position, as will experience with video and audio recording and editing ... information, sexual orientation, gender, gender identity, gender expression, military service or veteran status, citizenship status, or any other classification… more