- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… 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)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team.... Bank business team. **Responsibilities** + Responsible for all financial management aspects of global Private Bank… more
- KeyBank (Tarrytown, NY)
- … client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… 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 ... services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +...Financial Planning and demonstrates the ability to assess client needs. + Ability to prepare and deliver effective… more
- Neuberger Berman (New York, NY)
- …to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, ... measure adoption, and a collaborative mindset are essential. The Private Wealth CRM Administrator will be part of a...+ 3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus + Experience within Asset… more
- Bank of America (New York, NY)
- …and sales team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues ... and coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Qualifications:** + 2-5+ years of general financial … more
- JPMorgan Chase (New York, NY)
- …Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more