- Citigroup (New York, NY)
- …Senior Officer I for its New York, New York location. Duties: Oversee Citi Private Bank (CPB) portfolios with mortgage, partner lending, and margin and ... requirements; Model development, production and analysis; Analysis and management of private bank portfolios including partner lending, residential real estate,… more
- JPMorgan Chase (New Hyde Park, NY)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner… more
- JPMorgan Chase (New York, NY)
- …banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them ... cash, derivatives and structured products. + Build strategic relationships with Private Bank advisors throughout the US and Latin America. + Regular client… more
- JPMorgan Chase (Brooklyn, NY)
- …data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.) + Strong understand of ... Bank Loan Administration is responsible for trade instruction...for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners… more
- Citigroup (New York, NY)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… 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 Product Specialists act as trusted advisors to many… more
- JPMorgan Chase (New York, NY)
- …with emerging technologies into the products and services we create. The Global Private Bank Design team is dedicated to creating cohesive, industry-leading ... JP Morgan is transforming the future of Private Banking by incorporating a strong Product and...be a key leader in shaping the future of private banking at JP Morgan. Your deep expertise in… 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 Product Specialists act as trusted advisors to many… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets,… more
- Citigroup (New York, NY)
- …client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank ), product education and implementation ideas. This role requires an ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more