- 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… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities worldwide, the ... firm manages $508 billion in client assets (as of December 31, 2024) across a...of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors… 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
- 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...and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120… more
- SMBC (New York, NY)
- …develop creative financing solutions for clients of the firm, specifically in the Insurance , Global and Regional Bank, Private Equity, Asset Manager, and BDC/ ... SMBC Group is a top-tier global financial group...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… 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
- 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
- HUB International (New York, NY)
- …to our industry leading success in mergers and acquisitions. Our vertically integrated Private Equity group is currently seeking an ambitious Senior Account ... risk strategies and risk management needs and developing innovative approaches to unique client needs. + Create detailed renewal insurance exhibits in Excel… 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
- Neuberger Berman (New York, NY)
- …clients using the lens of their long-term financial well-being. As a private , independent, and 100% employee-owned investment manager, our firm enjoys unique, ... investors. To deliver on our commitment to excellence for our clients, our group of over 750 investment professionals and approximately 2,861 employees in total… more