- Siebert Williams Shank (Chicago, IL)
- …Williams Shank is an independent, non-bank financial services firm that offers investment banking , sales and trading, research, advisory, and asset management ... Siebert Williams Shank (SWS) is conducting a search for an experienced Investment Grade Credit Trader with deep expertise in electronic trading platforms… more
- Truist (Raleigh, NC)
- …years in the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent ... trust owned assets. Provide administrative and operational support to Privately Held Investment Officers. Help coordinate with other members of the Wealth team… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing ... best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + Fully accountable for servicing and… more
- Citigroup (Beverly Hills, CA)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... The Investment Counselor Sr. Lead is a strategic professional...traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.… more
- Citigroup (New York, NY)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly… more
- BMO Financial Group (Los Angeles, CA)
- …with Bank policy. + Protects the Bank's assets by adhering to all banking , investment and lending regulations, policies, and procedures, legal and ethical ... The Head of US HNW Banking is responsible for managing four regional teams...for managing four regional teams responsible for delivering Private Banking deposit and lending products. The team will be… more
- City National Bank (New York, NY)
- …assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los Angeles, ... *COMPLIANCE OFFICER SENIOR- INVESTMENT ADVISORY* *WHAT IS THE OPPORTUNITY?* The Senior...advisory role supporting assigned business units including two registered investment managers. The role will also be responsible for… more
- Edward Jones (St. Louis, MO)
- …practical implementation. + Ability to analyze complex client documents-such as banking and investment statements, personal financial statements, shareholder ... High Net Worth clients? Do you have Expertise in banking ? If so, this could be a great opportunity...reporting and support. **What You Will Do:** The Private Banking Strategist role offers a unique opportunity to shape… more
- Truist (Norfolk, VA)
- …& Health Insurance licenses 2. Sound working knowledge of holistic banking / investment platforms, products, services, operations, and systems **General ... Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Investment Bank provides investment banking solutions, including M&A, capital raising and risk management, for a broad range of corporations, ... Commercial & Investment Bank you will work closely with the investment banking teams - including industry coverage and product groups (M&A, Capital Markets,… more