- Citigroup (New York, NY)
- …will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in the creation of sales ... opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to… more
- JPMorgan Chase (Rochester, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... Banking. The JP Morgan Private Bank offers high net worth individuals and families...deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing… more
- JPMorgan Chase (New York, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families...and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow… more
- JPMorgan Chase (New York, NY)
- …other JP Morgan communities including Investment Banking, Consumer Banking, and the Private Bank. This also includes programs to better service clients through ... preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms to… more
- Citigroup (New York, NY)
- …serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (New York, NY)
- …of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction of ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- JPMorgan Chase (New York, NY)
- …an in-house attorney or audit in a large financial institution offering wealth management, private banking, asset management and institutional capital markets ... will focus on providing Compliance support for the firm's JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self-Directed Investing online… more
- Citigroup (New York, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Huntington, 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
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... Skills: + Understanding of US GAAP and IFRS + 4+ years' experience in private equity and/or hedge fund accounting experience + Bachelor's degree in accounting or… more