- JPMorgan Chase (New York, NY)
- …groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in ... **International Private Bank - Private Banker -... Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally,… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Citigroup (Smithtown, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time ... $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting...Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Citigroup (New York, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Citigroup (Hewlett, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Citigroup (New York, NY)
- …Banking Sr. Associate for its New York, NY location. Duties: Support the private equity client coverage (Global Asset Managers) group within Citi's Investment ... solutions for clients across all industries as well as for Citi's private equity clients. Collaborate closely with cross-functional teams in Investment Banking,… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and...profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS… more
- HSBC (New York, NY)
- …investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus ... strong narrative for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market outlook with… more
- Citigroup (New York, NY)
- …Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** ... + Build solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging technologies, and best… more