- 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
- City of New York (New York, NY)
- …a healthier community. The Bureau of Public Health Clinics seeks to hire eight Public Health Advisor , L2. The Public Health Advisor , LII will work in one of the ... relationships with staff and management to meet employee and client needs and objectives. Why you should work for...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… 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
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Essentials Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time… more
- JPMorgan Chase (New York, NY)
- …research, product design, development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements ... **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs… 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
- M&T Bank (Buffalo, NY)
- …on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing relationships by presenting WT ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
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