- Citigroup (New York, NY)
- …goals. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private ... Bank brands. **Job Description:** The Investments Experience Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our global investment… more
- JPMorgan Chase (New York, NY)
- …Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank . The Private Wealth Alternatives market in the US is ... Real Estate Americas is part of JP Morgan Private Markets in Asset Management. With over $67...market share for our real estate products through the Private Wealth channel. Within this role, you will be… more
- Citigroup (New York, NY)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... **Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in working… more
- KeyBank (Albany, NY)
- …fiduciary experience + Experience working with high-net-worth clients, preferably in a private bank + Demonstrated agility working with local Private ... and interprets legal instruments to determine duties and responsibilities of bank + Fulfills Key's fiduciary responsibilities, ensuring retention of business and… more
- Wells Fargo (New York, NY)
- …securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for high- and ultra-high-net-worth individuals ... achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have… more
- Citigroup (New York, NY)
- …reports + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… 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)
- …Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth ... to solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:**… more
- JPMorgan Chase (New York, NY)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch… more
- JPMorgan Chase (New York, NY)
- …and across the firm, including but not limited to Middle Office, Risk, Private Bank , and Investment Banking partner. **Job Responsibilities** + Champion a ... Commercial Banker is for you. As a Commercial Banker within the Commercial Bank 's Specialized Industries Segment, you will be responsible for growing and retaining… more