- US Bank (New York, NY)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- US Bank (New York, NY)
- …service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. Working ... problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify… more
- Citigroup (New York, NY)
- …across the wealth continuum. Wealth serves 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 Private Client and captures wealth management in...areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief… more
- Citigroup (Greenburgh, 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)
- …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
- Citigroup (New York, 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
- City National Bank (New York, NY)
- …problems or complex issues that might arise. * Oversee and develop the middle office team. Manage and lead the associates and foster the relationship between these ... actions, margin details, source of funds reporting, IRS B Notices, and Private Investments. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's… more
- JPMorgan Chase (New York, NY)
- …Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within ... **Investment Banking Family Coverage Group - Vice President** JP Morgan's...firms, coordination across the Investment Bank, Commercial Bank and Private Bank, as well as Mergers & Acquisitions, debt… more