- US Bank (New York, NY)
- … to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for… more
- Citigroup (New York, NY)
- …Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client ... Citi Wealth is a leading provider of financial solutions...Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25035237) **Job Description:** Merrill Wealth Management is… more
- Bank of America (New York, NY)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is ... initiated by the Private Bank and referred to the MAG Team for partnership to provide investment advice and recommendations to clients that includes full… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... etc.). + Desired knowledge of FinTech solutions and options in the market for Private Bank / Wealth Management business. + Familiarity with Vibe Coding… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + ... The Wealth Relationship Advisor SAFE Act is...new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …technical developments and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more