- Citizens (Brooklyn, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of… more
- KeyBank (Albany, NY)
- **Location:** 66 South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Citigroup (Smithtown, NY)
- …+ Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive ... national business. This person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and… 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 Wealth ** Citi Wealth is focused on...processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify… 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 ... **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth...WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company.… more
- Citigroup (New York, NY)
- …and advisor -facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank , and Wealth at Work). + Define and operationalize a ... as a core engine of client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi Wealth 's global… 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. ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
- Insight Global (New York, NY)
- …for Wealth client relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners & affiliates as needed ... Job Description The Financial Advisor (FA) role is a three-year program with...are attained * Responsible for understanding and adhering to Bank & Wealth Policies and Procedures *… 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...in line with the fundamental interests of the Citi 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