- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help...Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively… 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 ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- TD Bank (New York, NY)
- …world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer ... Senior Counsel is at the center of helping TD Bank provide banking and financial services that meet our...originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth &… 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 ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- JPMorgan Chase (Wilmington, DE)
- …businesses - and creating a continuum between Chase Private Client and JP Morgan Private Bank . As a member of this new team, you will participate in ... JP Morgan Private Client is more than a financial services...wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies… more
- Mizuho Corporate Bank (New York, NY)
- …client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC Onboarding is ... audit requirements through the judgement made from understanding of global policies + Liaise with Front Office and clients...manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites, along with necessary… more
- Scotiabank (Dallas, TX)
- Director, Global Banking Markets, Business Architect **Requisition ID:** 228101 **Salary Range:** 153,000.00 - 256,325.00 _Please note that the Salary Range shown is ... committed to results, in an inclusive and high-performing culture. **Director - Global Banking Markets, Business Architect - Dallas, TX** **Purpose** The Director of… more
- Scotiabank (New York, NY)
- Director, Treasury Management Officer, Global Transaction Banking **Requisition ID:** 242883 **Salary Range:** 185,400.00 - 310,600.00 _Please note that the Salary ... an inclusive and high-performing culture. **Director, Treasury Management Officer, Global Transaction Banking - New York, NY** Global...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- Scotiabank (New York, NY)
- Director, Strategy & Planning, Global Transaction Banking **Requisition ID:** 242318 **Salary Range:** 157,700.00 - 264,200.00 _Please note that the Salary Range ... to results, in an inclusive and high-performing culture. **Director, Strategy & Planning, Global Transaction Banking - New York, NY & Dallas, TX** ** Global … more
- Citigroup (Los Angeles, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... Citi Global Wealth brings together the full power of...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more