- Citigroup (New York, NY)
- …the role. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
- JPMorgan Chase (Hicksville, NY)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... for a select group of Chase's affluent clients as well as other...sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be… more
- JPMorgan Chase (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker, you are responsible for advising families on...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor… more
- Citigroup (New York, NY)
- …problem-solving skills. **Education:** + Bachelor's/Universitydegree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job ... a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of… more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- JPMorgan Chase (New York, NY)
- …our leading investments, credit, banking, and Trust & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group , you will have the ... and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you....exciting opportunity for you. By joining our Global Families Group Asia, you'll become part of a team committed… more
- Citigroup (New York, NY)
- …skills **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... is responsible with working with institutional clients ranging from non-profits to corporate client to select family offices. There is a focus on increasing our… more