- JPMorgan Chase (Brooklyn, NY)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One ... owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- KeyBank (Amherst, NY)
- …strong focus on risks and controls. + Functional knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... this role assist in the design and execution of wealth management testing and continuous monitoring to... management related (eg - trust/fiduciary, asset management , private banking, securities, etc.) compliance, risk… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank… more
- JPMorgan Chase (New York, NY)
- …on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of ... Real Estate Americas is part of JP Morgan Private Markets in Asset Management . With...JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth … more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...all three client segments including Citi Private Bank, Wealth at Work, Citi … more
- Citigroup (New York, NY)
- …using Tableau and SQL; CCAR and loss forecasting models; Domain knowledge of US private banking and wealth management ; and Risk project management ... Evaluate and enhance CCAR and loss forecasting models. Partner with financial risk management teams in wholesale and retail credit businesses and non-financial risk … more
- JPMorgan Chase (New York, NY)
- …growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team ( Private Bank CIO Team), reporting to ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can… more
- Neuberger Berman (New York, NY)
- …of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth ... allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning discussions… more
- Wellington (New York, NY)
- …visionary Media Relations Leader to lead and oversee external communications for our US Wealth Management business at a strategic level. As a newly established ... the firm and its leadership as industry trailblazers in wealth management . This role will serve as...equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management… more