- 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 ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth… more
- Citigroup (Smithtown, NY)
- …as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by ... national business. This person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and… more
- JPMorgan Chase (New York, NY)
- …senior leadership across the Wealth Management channels (CWM and JPMA), Consumer Bank , and JPMorgan Private Client. Your ability to adapt and remain flexible ... and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations.… more
- KeyBank (Syracuse, NY)
- …+ Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and ... + Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in… 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 (Amherst, NY)
- …skills, and acumen (ie - retrieving, combining, and analyzing data specific to wealth management, trust, private banking, and related securities and banking ... wealth management products and services (eg - trust, private banking, securities/investment management) as well as trust/fiduciary related compliance,… more
- JPMorgan Chase (New York, NY)
- …banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them ... JP Morgan Asset & Wealth Management, is a global leader in investment...derivatives and structured products. + Build strategic relationships with Private Bank advisors throughout the US and… 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
- JPMorgan Chase (New York, NY)
- …and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), ... ** Wealth Management, Product Development, Vice President** Job Description:...senior leaders + Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups… more