- Citigroup (New York, 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
- Raymond James Financial, Inc. (NY)
- …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more
- Citigroup (New York, NY)
- …experience **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... larger Wealth Group division of Citigroup. The group is client facing and is comprised...all legal and regulatory policies and requirements of the Private Bank + Resolve client inquiries and… more
- Citigroup (New York, NY)
- …and English **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... to cover the Mexico market and knowledge of the client base is preffered. **Responsibilities:** + Provide complete service...Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening… more
- Citigroup (New York, NY)
- …150 days) **Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Markets Client Reporting Analyst is a member of Neuberger Berman's Private Markets Group and is responsible for ... the execution and accuracy of Investment Reports and performance returns for private markets clients and internal consumption. This position provides direct support… more
- Citigroup (Queens, NY)
- …and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses + Group 1 Insurance License + This position requires the… more
- Citigroup (Bronxville, NY)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain… more
- Citigroup (New York, NY)
- …skills across various mediums and audiences + Ability to travel **Job Family Group :** Private Client Product Services **Job Family:** Investment Leadership ... of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the...around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client… more
- Citigroup (New York, NY)
- …to multi-task **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to… more