- KeyBank (New York, NY)
- … investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout ... businesses, internationally. The company's businesses deliver their products and services through more than 1,100 full- service retail...Loan programs (ie, TIFIA, RRIF) + Experience with an investment bank or private sector developer +… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman Group LLC:** Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities ... decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non- investment teams of… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more
- Citigroup (New York, NY)
- …focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver ... Associate is to provide a wide variety of service and investment advice to an Ultra...experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... cycles. In-depth knowledge of the industry and direct competitors' products/ services is also necessary in order to contribute to...quality team. + In addition to the role of Private Banker, the Team Leader will also have the… more
- HUB International (New York, NY)
- …providing a boundaryless array of business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products ... growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose… more
- PNC (New York, NY)
- …the firm's other investment professionals. Primary responsibilities include: Support senior investment professionals in all aspects of actively managing and ... **Position Overview** PNC Mezzanine (www.pncmezzanine.com), a private equity affiliate of PNC Financial Services...monitoring a private equity investment portfolio Assist in the… more
- JPMorgan Chase (New York, NY)
- …to exceed expectations requires work across teams and the firm to provide first-class service . **Our Private Banking teams** We're located in more than 120 ... **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark...growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. We're… more