- Citigroup (New York, NY)
- …is a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role ... will involve formulation of the strategic direction of the product, as well as implementation and execution of new business development initiatives and sales plans to drive growth in the product. The role also requires. an in depth understanding of the… more
- Citigroup (Garden City, NY)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep abreast of ... relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are made, demonstrating… more
- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- JPMorgan Chase (New Hyde Park, NY)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase to ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions… more
- JPMorgan Chase (New York, NY)
- …a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by ... mortgage and HELOC products and features offered in the US Private Bank . This role also oversees the end-to-end platforms/products, from client-facing applications… more
- JPMorgan Chase (New York, NY)
- …Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with foundation principals and decision-makers to preserve favorable tax status ... grantmaking, oversees over 10,000 grant requests annually. As part of the Private Bank , we offer clients a robust professional network to enhance their philanthropic… more
- CVS Health (Albany, NY)
- …or equivalent client service (eg venture capital, private equity, hedge fund, investment bank , wealth manager) + Familiarity with CVS financial and accounting ... systems (SAP S4, Oracle, Investran etc.) + Advanced Excel and Microsoft Office skills preferred **Education** Bachelor's degree or higher **Pay Range** The typical pay range for this role is: $82,940.00 - $182,549.00 This pay range represents the base hourly… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, ... **Overview of Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, ... **Overview of Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- Citigroup (New York, NY)
- …valuation and restructuring analysis for stressed and distressed assets within Citi's Corporate bank , Commercial bank , and Wealth portfolios and situations ... with corporate and debt structuring with a particular focus on overseeing bank loan documentation; Performing credit analysis on a diversified portfolio including… more