- MUFG (New York, NY)
- …and tax structures + Analyze credit documentation, term sheets, and work with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds) to meet client ... needs and objectives + Analyze, understand, and negotiate covenants in financing documentation, including those pertaining to maintenance of financial ratios, financial reporting of financial and operating results + Prepare detailed documentation summarizing… more
- Citigroup (New York, NY)
- …Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship ... through deep-dive analysis + Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments + Assist the Banker with prospecting - conduct new… more
- Pioneer Bank (Albany, NY)
- …seeks to convert service discussions to sales opportunities. + Delivers personalized investment solutions to help clients work toward their short-term and long-term ... financial goals. + Identifies investment opportunities and recommends/refers investment options and...purpose of developing referrals. + Maintains current knowledge of Bank products and services. + Attends appropriate training and… more
- City National Bank (New York, NY)
- …in the development, administration, and monitoring of programs that ensure the bank 's compliance with laws, regulations, and rules * Evaluate the effectiveness of ... with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within… more
- JPMorgan Chase (New York, NY)
- The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending portfolio, ... sale and asking for referrals + Demonstrates understanding of wealth management including investment management, trusts and financial planning + Ability to work in a… more
- Mizuho Corporate Bank (New York, NY)
- …Operations ("MUSO") Regulatory Affairs Group is responsible for managing the Bank 's regulatory relationships and supervisory engagement across MUSO, ensuring that ... and other US regulators. + Experience in review of bank regulations related to bank holding companies/intermediate...Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada,… more
- Citigroup (New York, NY)
- …needs + Identify and pursue new business opportunities, including expanding the bank 's portfolio of loans, deposits, and other financial products for commercial ... + 10+ years of Commercial Banking, Corporate Banking, Leveraged Finance, or Investment Banking experience with preference for those having experience in the Consumer… more
- JPMorgan Chase (New York, NY)
- …Our Track** **Line of Business:** Asset & Wealth Management(AWM) **Track:** International Private Bank LatAm Track Join our dynamic team under the Asset & Wealth ... Management - International Private Bank LatAm track, where you will embark on a...into providing innovative strategies and solutions tailored to the investment goals of our clientele. **What's next?** Help us… more
- JPMorgan Chase (New York, NY)
- Are you ready to lead a visual transformation at the world's premier global private bank ? We're seeking an inspired Visual Designer to join our team and elevate the ... of digital enterprise tooling at the best global private bank . + Drive efficiency, quality, and cohesion across our...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Ballston Spa National Bank (Voorheesville, NY)
- …seeking an enthusiastic Relationship Manager for our Voorheesville Office. Join a nationally recognized bank and a capital region Best Place to Work! A DAY IN THE ... Relationship Manager will coach, motivate, and provide ongoing training in referrals, bank products, the client experience, and customer excellence to all branch… more