- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Citigroup (New York, NY)
- …Essentials Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time ... research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's … more
- JPMorgan Chase (New York, NY)
- Are you ready to shape the future of private banking for US clients at the world's premier global financial institution? We're seeking an innovative Experience ... Vice President to lead the evolution of our US client -facing authenticated digital experience. In this influential role, you...to make a lasting impact on the future of private banking, we invite you to join our global… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client Relationship ... or client relationship management, ideally within professional services or private equity environments. + Familiarity with private equity structures,… more
- BlackRock (New York, NY)
- …of tools purpose built for teams investing in alternatives asset classes. Our diverse private markets client base is made up of external institutional asset ... **About this role** ** Private Markets, Technical Relationship Manager, Associate** ** **...private markets and our product suite + Ensure client feedback on product is communicated to the Product… more
- Citigroup (New York, NY)
- …+ A Bachelor's/University degree or master's degree is required **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time ... **Executive Summary** The Client Experience Group Manager is a leadership role...and specializes in onboarding, focusing on delivering an exceptional client experience and ensuring efficient, scalable operational processes specific… more
- City National Bank (New York, NY)
- … BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking...experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5… more
- Neuberger Berman (New York, NY)
- …control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman ... a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and … more