- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... + Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time Type:** Full… more
- Neuberger Berman (New York, NY)
- …Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses ... and efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… more
- JPMorgan Chase (Brooklyn, NY)
- …more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you ... will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the… more
- JPMorgan Chase (Brooklyn, NY)
- …services to more than 150 clients across all alternative asset classes. As a Private Equity Fund Admin VP within our client administration team, you will ... manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage… more
- JPMorgan Chase (Rochester, NY)
- …with staffing ( private chefs, babysitters and beauty related specialists). Private Client Services (PCS) is an exclusive membership-based division within ... and ensure unforgettable journeys. These experiences will include booking air ( private and commercial), accommodations (hotels, resorts, private residences and… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time ... contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted… more
- Citigroup (New York, NY)
- …role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading… more