- NBT Bank (Williamsville, NY)
- … advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking ...financial services experience. + Minimum 5 years' experience in Private Banking . + 2 years of sales… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured ... US 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… more
- 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 ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (Yorktown Heights, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is desired ... management concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and...Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors,… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- JPMorgan Chase (New York, NY)
- …+ Coordinating broader Family Investment Firm coverage with Investment Banking , Commercial Banking and Private Banking partners + Driving the sourcing of ... Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth...Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking… more
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