- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset ... both internally and directly with clients, often at a senior level. Further the Lending advisor must...years of banking/ finance experience + Small/ middle market lending or counterparty risk management experience a… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... and Governance, which is a member of the Citi Wealth Lending Leadership team. **Responsibilities:** + Support...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...Products. The role is a member of the Citi Wealth Lending Leadership team and a key… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...and Governance, which is a member of the Citi Wealth Lending Leadership team. **Responsibilities:** + Review… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... oversees our automated SBL platform, Citi Wealth Liquidity Platform along with management of the structured SBL lending team. The role requires an ability… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending opportunities as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities… more
- JPMorgan Chase (New York, NY)
- …Trainee in Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending , banking, and trust and estate ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a...You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more
- JPMorgan Chase (New York, NY)
- …Trainee in Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending , banking, and trust and estate ... you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships...+ Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more
- JPMorgan Chase (New York, NY)
- …During our Advisor Training Program, you'll gain exposure to every facet of wealth management , including investments, lending , banking, and trust and ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a...You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more