- Citigroup (New York, NY)
- …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team....years of financial experience and leadership progression in the wealth industry and/or a global financial services organization +… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... clients. + 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)
- …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
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of...own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the...Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- JPMorgan Chase (New York, NY)
- …experience in a similar role within the financial services industry, preferably in private banking or wealth management. + Strong understanding of the Latin ... **Job Summary:** The Global Private Bank is seeking a dynamic and experienced...American market and Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- KeyBank (Syracuse, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Private Wealth Management business. The candidate will...will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities**… more
Recent Jobs
-
Adjunct Instructor - Associate Degree Nursing (MSN)
- State of Georgia (Fulton County, GA)
-
Before School Program Counselors
- Somerset County YMCA (Princeton, NJ)
-
Medical Assistant - Somerset Surgical
- UPMC (Somerset, PA)
-
ECONOMICS: Adjunct / Substitute Instructor POOL (college credit)
- San Diego Community College District (San Diego, CA)