• Private Equity and Real Estate Research…

    Citigroup (New York, NY)
    …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... The Private Equity and Real Estate Research Analyst will...equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,… more
    Citigroup (08/15/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
    M&T Bank (09/19/25)
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  • Fiduciary New Business Advisor

    CIBC (New York, NY)
    …discussed at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review ... Relationship Managers to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance review and… more
    CIBC (10/04/25)
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  • Alternative Investments, Product Owner, Client…

    JPMorgan Chase (New York, NY)
    …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... our product solutioning journey and passionate about transforming the advisor and client experiences, so this is an exciting...client experience across all stages of the asset and wealth management journey with JPM * Leverage data to… more
    JPMorgan Chase (09/21/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
    Citigroup (10/03/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (Brooklyn, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
    Citigroup (09/30/25)
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  • Wealth Relationship Manager - Safe ACT…

    Citigroup (Yorktown Heights, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
    Citigroup (09/26/25)
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  • Citi Private Bank: Banker Team Leader…

    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
    Citigroup (08/22/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
    Citigroup (09/02/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
    Citigroup (07/31/25)
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