- AON (New York, NY)
- …middle market accounts, including the placement and service, as well as ensuring client deliverables are maintained. Private Equity brokers are instrumental in ... including the placement and service, as well as ensuring client deliverables are maintained. Private Equity brokers are instrumental in driving new business to… more
- JPMorgan Chase (New York, NY)
- …and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. ... the Wealth Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client . Your ability to adapt and remain flexible in a constantly evolving… more
- Citizens (New York, NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over ... services, expertise, and research, while intimately focusing on each client 's unique circumstances. The Sr Private Bank...on each client 's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with… more
- Citigroup (New York, NY)
- …of credit products, lendable values or Investment Finance **Job Family Group:** Private Client Product Services **Job Family:** Investment Analytics **Time ... and customizing it to the needs of the end client for their situation. The strategy adopted by the...key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to… more
- JPMorgan Chase (New York, NY)
- The Affluent Events Team supports the execution of Chase Private Client , JPM Private Client and JPM Financial Center events including managing all the ... + Manage all the Sports & Entertainment tickets for Affluent Events including Chase Private Client Chase Wealth Management, JPM Private Client & JPM… 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
- Citigroup (New York, NY)
- …various mediums and audiences + Ability to travel **Job Family Group:** Private Client Product Services **Job Family:** Investment Leadership **Time Type:** ... around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client... Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes… more
- 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. The Global ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Regional… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more