- 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
- 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
- JPMorgan Chase (New York, NY)
- …to other JP Morgan communities including Investment Banking, Consumer Banking, and the Private Bank . This also includes programs to better service clients ... Our Advisor compensation and incentive programs reinforce our business...process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology… more
- KeyBank (Amherst, NY)
- … wealth management products and services (eg - trust, private banking, securities/investment management) as well trust/fiduciary related compliance, operations, ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- KeyBank (Syracuse, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- JPMorgan Chase (Rochester, NY)
- …Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee… more
- JPMorgan Chase (New York, NY)
- …go and leaders who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer...been voted number 1 in the US for overall private banking services by Euromoney, and we have been… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products ... to trust and specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world.… more
- 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