- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to… more
- City National Bank (New York, NY)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… 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 ... clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Travel required up to 50%** + Work under the direction of the Treasury Management (TM) Sales Manager to… more
- JPMorgan Chase (New York, NY)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of...key products, and communicate clearly to clients the Citi Private Bank views and how to apply ... the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly...research, liaising with regional and global counterparts across the Private Bank and Citi as a whole.… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key ... to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on...while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the… 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 ... the value stream, and manages the overall system of work with an eye towards high feedback, and constant...external partners. + Provide oversight and governance to the bank 's International Banking (IB) groups to develop and deliver… more
- Scotiabank (New York, NY)
- …Payments + Understanding of private equity, project finance and/or public private partnerships + Ability to work with, modify and/or develop sensitivity ... with a unique geographic footprint that puts capital to work for our clients across industries! We work...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… 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 ... will lead the strategic and operational direction of the Bank 's centralized Request for Proposals (RFP) unit. This role...are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees… more
- Scotiabank (New York, NY)
- …+ Ability to work independently with both regulatory staff and senior Bank personnel. + Prior experience managing a team of professionals. + Strong Office ... with a unique geographic footprint that puts capital to work for our clients across industries! We work...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more