- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs ... and HELOC products and features offered in the US Private Bank . This role also oversees the...comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine… 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
- First Horizon Bank (New York, NY)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer...to internal and external policies and procedures of the bank + Support organizational growth + Other duties as… more
- JPMorgan Chase (New York, NY)
- …in the Investment Bank , which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, ... the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...firms, coordination across the Investment Bank , Commercial Bank and Private Bank , as… more
- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,...* Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non- bank … more
- JPMorgan Chase (New York, NY)
- …Reserve Card - across the firm's various banking wealth segments - including the Private Bank , Asset & Wealth Management, and Private Client bases. ... This executive role is instrumental in driving product strategy, fostering cross- wealth segment collaboration, and championing product adoption at the highest levels… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Scotiabank market or region). + Serves as a strategic advisor for GTB leadership team on competitive intelligence, operating...York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more