- HSBC (New York, NY)
- …expression or any other trait protected by applicable law. **Job Field:** Private Banking **Primary Location:** North America-United States-New York-New York ... and motivation to develop high conviction investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management… more
- Citigroup (Uniondale, NY)
- …take initiative with client inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment ... organizational skills, ability to manage multiple concurrent deadlines and time management skills + Strong Communication Skills + Proficient in Microsoft Office… more
- JPMorgan Chase (New York, NY)
- … Banking , Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management , Product & Technology, HR, and Operations. **Job responsibilities** + ... projects that are at the top of our senior management 's agenda and at the forefront of the industry....experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking , private equity / venture capital, strategic… more
- Truist (New York, NY)
- …Syndicated & Leveraged Finance, Investment Banking , M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue and ... Partner proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet… more
- Citigroup (New York, NY)
- …(Corporate, Commercial, Private Bank, Financial Institutions), product heads (Markets, Banking , Services, Wealth , US Personal Banking ), and geographical ... Lead Finance Officer team. This team is focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and… more
- City National Bank (New York, NY)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
- Citigroup (Staten Island, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... + Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients + Ability to… more
- Citigroup (New York, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... + Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients + Ability to… more
- HUB International (New York, NY)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... or CPA preferred. + 10+ years of experience in investor relations, investment banking , equity research, or corporate finance, preferably within a public company. +… more