- 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 (New York, 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 (Hewlett, 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
- HSBC (New York, NY)
- …we all share. The Engagement Advisor supports International, Wealth and Premier Banking and Private Banking shaping the experience of our people. In ... a lasting impact across the organization. As our Engagement Advisor , you can expect to play a dynamic and...aligned with the International Wealth and Premier Banking (IWPB) and Private Banking … more
- JPMorgan Chase (New York, NY)
- … Advisor Training Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking , and trust and estate planning. ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of… more
- 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
- 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)
- …Required- written and spoken English and Spanish + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Sr. Lead is a strategic professional...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Associate Director, Treasury Management Officer, Global Transaction Banking - New York **Requisition ID:** 231691 **Salary...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- Citigroup (New York, NY)
- …and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client ... and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers… more