- Citigroup (New York, NY)
- … Analytics & Lead Finance Officer team. This team is focused on enhancing the client management dimension across all of Citi, delivering timely and accurate ... The Client Data & Returns Attributions Lead Analyst is...capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank, Financial Institutions), product heads (Markets, Banking, Services,… more
- JPMorgan Chase (New York, NY)
- …seamless, integrated client experience across all stages of the asset and wealth management journey with JPM * Leverage data to inform product ... their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative… more
- Deloitte (Rochester, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years ... performing AML case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years… more
- Neuberger Berman (New York, NY)
- Summary NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global ... investment capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth … more
- M&T Bank (Buffalo, NY)
- … Wealth Management team. The position may identify Wealth Management business and collaborate with the client relationship team to ensure clients with ... interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust...networking efforts. + Maximize depth and profitability of the client relationship. Partner with Wealth Advisors to… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more
- TD Bank (New York, NY)
- …insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and ... setting new industry standards. **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for… more
- TD Bank (New York, NY)
- …insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and ... guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for… more
- JPMorgan Chase (New York, NY)
- …of class" sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined ... With over $200 billion of client capital invested across hedge funds, private...+ Comfort working closely with stakeholders including sales, portfolio management , legal, compliance, risk, operations, etc. + Excellent communication… more
- Citigroup (New York, NY)
- …instructions. + Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the ... our client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital… more
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