- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive's primary focus is to ensure corporate strategy… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Citigroup (New Hyde Park, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- 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 ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… 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 ... and HELOC products and features offered in the US Private Bank. This role also oversees the end-to-end platforms/products,... Bank (sales) functions, as well as Technology, Legal, Risk , Compliance, and Marketing, to design and deliver solutions… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... The Private Banker Sr. Lead is a strategic professional...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' unique investment , risk management, and financing/ liquidity needs. + Regularly monitor ... quality team. + In addition to the role of Private Banker, the Team Leader will also have the...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more