- Citigroup (Getzville, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and ... **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and...analytics (Tableau / Power BI). + Experience with data management tools and applications, including process mapping and lineage… more
- JPMorgan Chase (New York, NY)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client… more
- JPMorgan Chase (Bronx, NY)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...the appropriate form of settlement to adequately protect the Bank , including the review of legal documents and accountings.… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...And we want you to help us build the bank of the future!All qualified applicants will receive consideration… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and ... **Overview of Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.… more
- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions… more
- JPMorgan Chase (New York, NY)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will...advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to… more