- Citigroup (New York, NY)
- …our "focus list" managers and key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to the client's portfolio. This ... positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole. * Participate in the development,… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citigroup (New York, NY)
- …Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Citizens (New York, NY)
- …join our Enterprise Content and Social team, supporting the fast-paced creative needs of our Private Bank and Private Wealth business. This role will be ... brand consistency while tailoring creative solutions to meet the specific needs of Private Bank and Private Wealth audiences. + Collaborate with the in-house… more
- JPMorgan Chase (New York, NY)
- …closely coordinate with Trading partners, Sales partners, Investment Banking, and the Private Bank . **Job responsibilities:** + Marketing and execution of fund ... leadership role in the full life cycle of credit ( private and public) and fund financing transactions. You will...financing products, with a particular focus on private equity funds, secondary private equity funds,… more
- Citigroup (New York, NY)
- …proactive and strategic communications plans for Citi Wealth's primary business lines: Citi Private Bank , Citigold and Wealth at Work. This role will ensure ... strategy, with an emphasis on streamlined, cohesive messaging across Citi Private Bank , Citigold, Wealth at Work + Manage pipeline of content across… more
- KeyBank (Albany, NY)
- …and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM ... production goals for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone and expectation around partnership and… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs ... mortgage and HELOC products and features offered in the US Private Bank . This role also oversees the end-to-end platforms/products, from client-facing… more
- Citigroup (Smithtown, NY)
- …as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by leveraging ... will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and services. The Wealth Regional Director… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many… more