- JPMorgan Chase (New York, NY)
- …with clients, internal Middle Office teams and required third parties ( Family office representatives, notaries, couriers, and borrowers counsel) to manage ... ** Wealth Management - Private Bank -...executing projects with limited supervision + Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF JPMorganChase,… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- US Bank (New York, NY)
- …to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust… more
- Citigroup (New York, NY)
- Citi Wealth is redefining how the world's most influential clients experience wealth . As an Investment Marketing Lead Analyst, you'll play a pivotal role in ... will work closely with the Head of Investment Marketing and the CIO office to translate complex investment ideas into clear, impactful narratives that resonate with… more
- Citigroup (Brooklyn, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Advisor SAFE Act is a seasoned...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial… more
- Citigroup (Brooklyn, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Citigroup (Hewlett, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Citigroup (New York, NY)
- …and procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 About the Role: Private Market and other Thematic Indices' data owner As a Private Market and Thematic ... (IMPG), you will be responsible for preparing, validating, and ensuring the accuracy of private equity, venture capital, private debt, and real asset data ahead… more
- Zurich NA (New York, NY)
- …pensions, endowment & foundations, sovereign wealth funds, OCIOs, fund-of-funds, family offices), private equity, venture capital, investment or strategy ... Director, Private Equity 128897 Zurich Alternative Asset Management (ZAAM)...will be based out of our New York City office . The position is a career track position. He… more