- Citigroup (New York, NY)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive… more
- First Horizon Bank (New York, NY)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr. primary function is to perform...to internal and external policies and procedures of the bank + Support organizational growth + Other duties as… more
- City National Bank (New York, NY)
- …and services offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients ... of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship… more
- Citigroup (New York, NY)
- …a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will ... functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including … more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- JPMorgan Chase (New York, NY)
- …Qualifications + 10-15 years of management and leadership experience + Experience in wealth management or private banking preferred + Proven ability to ... and other lines of business, including One Chase, Commercial Bank , and Private Bank +...unit + Champion a unified approach to client relationship management , ensuring seamless referrals and consistent client experiences across… more
- City National Bank (New York, NY)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan ... between Chase Private Client and JP Morgan Private Bank . As a member of this...training for Relationship Managers (RMs). **Job Responsibilities** + Supporting management and execution of CES onboarding end-to-end, knowledge and… more