- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize...adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch… 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 ... (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize...strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch… 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 ... (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize...adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who… more
- Citigroup (New York, NY)
- …Finance objectives. The LFO is also a strategic advisor to the Private Bank business team . **Responsibilities** + Responsible for all financial management ... risk. The LFO is a key member of the Private Bank business management team and supports...results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated… more
- Citigroup (New York, NY)
- …that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish ... The Private Banker Sr. Lead is a strategic professional...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and ... Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high...by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the...relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.… more