- AON (New York, NY)
- … equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance ... equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- JPMorgan Chase (New York, NY)
- …interpretations of near-term economic and relevant external events that may impact client portfolios. Identify opportunities where our global private markets ... vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio… 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 ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... will be expected to: + Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (New York, NY)
- …help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for ... The Private Bank LFO is accountable for leading the...support business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds,… more
- Neuberger Berman (New York, NY)
- …the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying ... measure adoption, and a collaborative mindset are essential. The Private Wealth CRM Administrator will be part of a...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Raymond James Financial, Inc. (New York, NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:...financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +… more