- 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
- KeyBank (Albany, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will ... 66 South Pearl Street - Albany, New York 12207-1501 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert… 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
- JPMorgan Chase (New York, NY)
- …Proven experience in a similar role within the financial services industry, preferably in private banking or wealth management. + Strong understanding of the ... **Job Summary:** The Global Private Bank is seeking a dynamic and experienced...American market and Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... Commercial Banking Relationship Manager Country: United States of America...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
- KeyBank (Syracuse, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- Citigroup (New York, NY)
- …aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth Businesses + ... preferably in financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...planning, banking & lending solutions, mortgages and digital offerings through… more