- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. + ... Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** Full time… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- HSBC (Buffalo, NY)
- …Responsible for fulfillment of Regulatory Data Requests for multiple IWPB (Int Wealth Private Banking) business functions including Financial Crime, Compliance, ... Fraud, KYC /Due Diligence, Group Climate Model Development and Group IWPB For this role, HSBC targets a pay range between $98,400.00 and $147,600.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to,… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured ... US mortgage and HELOC products and features offered in the US Private Bank. This role also oversees the end-to-end platforms/products, from client-facing… more
- Citigroup (New York, NY)
- The Private Equity and Real Estate Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of ... compelling private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence,… more
- Citigroup (New York, NY)
- …business aligned projects globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job ... equivalent experience + Master's degree preferred \#NAMInternalAudit **This specific role will focus on Wealth technology which is a fast moving area with ambitious… 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 in the US Private Bank,...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet… more
- Citigroup (New York, NY)
- …a focused and high quality team. + In addition to the role of Private Banker, the Team Leader will also have the following Responsibilities: + Accountable for ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- JPMorgan Chase (New York, NY)
- 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB **Short Description** Advisor Training Program in Global Private Bank working with advisors to ... and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global... management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet… more