- Citigroup (New York, NY)
- …Required- written and spoken English and Spanish + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Sr. Lead is a strategic professional...have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Associate Director, Treasury Management Officer, Global Transaction Banking - New York **Requisition ID:** 231691 **Salary...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- KeyBank (Suffern, NY)
- …needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking . At KeyBank, we believe it's ... York 10901 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key… more
- JPMorgan Chase (New York, NY)
- …experience in a similar role within the financial services industry, preferably in private banking or wealth management. + Strong understanding of the Latin ... **Job Summary:** The Global Private Bank is seeking a dynamic and experienced...American market and Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert… more
- Citigroup (New York, NY)
- …and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility will also include ... of this role is to act as a strategic advisor to our clients by facilitating capital formation in...or assignments as the junior member of the Investment Banking team + Work directly with internal partners (Corporate… more
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... Talk to You!** **The Difference You Make:** The Commercial Banking Relationship Manager will be responsible for the sales,...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Wealth-Client-Associate\_25040282) **Job Description:** Merrill Wealth Management is a leading… more
- Deloitte (New York, NY)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... consulting and compliance services to a clients in the banking and financial services industries. You will work directly...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- KeyBank (Syracuse, NY)
- …adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions ... such as contact center support, wire transfer agreements, online mobile banking , mobile deposits, online transfers and bill pay, online statements, disputing… more
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