- Grant Thornton (Melville, NY)
- … private audit clients to assist engagement teams in clearing private audit client checks, including monitoring and supervising/oversight the INDUS ... in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client , Wealth at ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
- Citigroup (New York, NY)
- …Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private ... and manage core activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an important role in… more
- Citigroup (New York, NY)
- …+ Commitment to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services ... ** Client Collaboration:** Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate… 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. This role ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… more
- Citigroup (New York, NY)
- …solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Citigroup (New York, NY)
- …skills **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...account opening efforts as a part of our core client coverage team + Partner with sales teams to… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...account opening efforts as a part of our core client coverage team + Partner with sales teams to… more
- Tiffany & Co. (New York, NY)
- …the Masterpieces floor of The Landmark, the Ambassador, High Jewelry supports the Private Client Team and Client Advisors. **Responsibilities:** ** Client ... High Jewelry will deliver the Tiffany Touch to every client they interact with and set the tone for...in-store experience by engaging in bespoke conversations to understand client needs and connect them with the appropriate … more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time ... within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts across products, including...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more