- Citigroup (New York, NY)
- …(or equivalent experience) + Licenses: Series 7, 66 (or 63/65) preferred **Job Family Group :** Private Client Product Services **Job Family:** IF Regional ... client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Citi Private … more
- Wellington (New York, NY)
- …members of the Focused Initiatives capital formation team, and other colleagues within our Client Group , Private Equity Investment and Deal Teams, and other ... globally; in particular, Private Investment Deal Teams, the Client Group , Fund Services, Legal Services, and Tax Services. **RESPONSIBILITIES** The … more
- Citigroup (New York, NY)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …63 & 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …degree preferred. + MBA degree or other advanced degree a plus. **Job Family Group :** Private Client Product Services **Job Family:** Investment Counselor ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Citigroup (New York, NY)
- …preferred + CFA, MBA degree or other advanced degree a plus **Job Family Group :** Private Client Product Services **Job Family:** Investment Counselor **Time ... full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited...investment solutions with asset allocation targets, risk management and client goals. + As the CPB and Citi product… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- Citigroup (New York, NY)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (New York, NY)
- …subject + MBA or Master's degree in a quantitative field preferred **Job Family Group :** Private Client Product Services **Job Family:** RRE Mortgage ... determine the appropriate solution; ensure timely escalations where appropriate. + Investigate client issues with full ownership and ensure a timely resolution. +… more
- Citigroup (Staten Island, NY)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more