- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- NBT Bank (Williamsville, NY)
- …primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:...financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +… more
- HUB International (New York, NY)
- …a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and ... dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in New York, NY. Position Summary: The Client Relationship Executive (CRE) ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE,… more
- Janus Henderson Investors (New York, NY)
- …responsible for all aspects of relationship management and sales coverage of Private Banks, Trust companies, and some RIA's and Single-Family Offices throughout the ... Northeast. This role has a heavy emphasis on Private Banks. You will: + Have ownership of various...accounts. + Liaise with National Account teammates on various client requests that require collaboration with various internal teams.… more
- ALWAYS COMPASSIONATE HEALTH (Commack, NY)
- …support.* Assist with personal hygiene, toileting, dressing, walking and feeding the client .* Position the client when instructed to do so.* Assist with ... to bringing passion and customer focus to the business. PRIVATE PAY AVAILABLE !! WE HAVE CASE THROUGH OUT...physician and approved by the nursing supervisor.* Remind the client to take medications.* Assist with payment of bills… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... Private Equity and Hedge Funds, Commercial Real Estate, Private Share Lending to more bespoke personal ...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- PNC (New York, NY)
- …with key decision-makers, encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing ... complex transactions like mergers and acquisitions (M&A), corporate restructuring, private equity, capital markets transactions, employee compensation, and litigation.… more
- UMB Bank (Albany, NY)
- …referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from ... Executive Management for new client transactions. This key position reports to the EVP/National...limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National… more
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