- Bank of America (Boston, MA)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with exceptional interpersonal skills * A… more
- Eastern Bank (North Andover, MA)
- …and nurture new private banking relationships. Maintains a portfolio of the bank 's top clients and oversees the servicing and nurturing of the relationship with ... Eastern's expected hiring range. Actual pay may vary based on experience, skills , and market factors; additional compensation may apply. Eastern offers a robust… more
- Citigroup (Boston, MA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citigroup (Boston, MA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. + Prepare investment...prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or… more
- Eastern Bank (Boston, MA)
- …other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full capabilities ... hiring range. Actual pay may vary based on experience, skills , and market factors; additional compensation may apply. Eastern...of the bank to each client . + Refers clients and prospects to Commercial Lending,… more
- Eastern Bank (Boston, MA)
- …other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities ... hiring range. Actual pay may vary based on experience, skills , and market factors; additional compensation may apply. Eastern...of the bank to each client . + Refers clients and prospects to Commercial Lending,… more
- Citizens (Westwood, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... white glove experience to clients that results in long-term client loyalty. There is a need for 2 hires...for 2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr … more
- PNC (Boston, MA)
- …to contribute to the company's success. As a Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Boston, MA. In this ... required certifications/licensures needed to be successful in this position. **Preferred Skills ** Book Of Business, Client Relationship Building, Customer… more
- JPMorgan Chase (Boston, MA)
- …placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank , RIA, independent broker/dealer, and JP Morgan Chase ... with leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have… more
- Citizens (Medford, MA)
- …thrive in this role by possessing strong verbal and written communication skills to interact efficiently and effectively with internal business partners, legal ... positions and title work + Possess strong verbal and written communication skills in order to interact efficiently and effectively with internal business partners,… more