- Citigroup (New York, NY)
- …goals. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private ... Bank brands. **Job Description:** The Investments Experience Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our global investment… more
- JPMorgan Chase (Plano, TX)
- …you will take ownership of monthly financials and management reporting for the Global Private Bank 's Deposit business. You will evaluate the financial impact of ... ownership of monthly financials and management reporting of the Global Private Bank 's ~250B Deposit business; including oversight of all financial reporting for… more
- JPMorgan Chase (Jersey City, NJ)
- …to other JP Morgan communities including Investment Banking, Consumer Banking, and the Private Bank . This also includes programs to better serve clients through ... products and their associated pay rules. Prior experience as a private client advisor or private client investment associate is a plus. Job Responsibilities: +… more
- NJEDA (NJ)
- …New Jersey's future with innovative economic development at NJEDA. + The NJ Green Bank 's purpose is to attract private sector funding to advance the State's ... advancing clean energy and reducing greenhouse gas emissions. NJ Green Bank financing will enable private capital to fill gaps by reducing real and perceived… more
- JPMorgan Chase (New York, NY)
- …Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank . The Private Wealth Alternatives market in the US is ... Real Estate Americas is part of JP Morgan Private Markets in Asset Management. With over $67...market share for our real estate products through the Private Wealth channel. Within this role, you will be… more
- Citigroup (New York, NY)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... **Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in working… more
- KeyBank (Brooklyn, OH)
- …fiduciary experience + Experience working with high-net-worth clients, preferably in a private bank + Demonstrated agility working with local Private ... and interprets legal instruments to determine duties and responsibilities of bank + Fulfills Key's fiduciary responsibilities, ensuring retention of business and… more
- Santander US (Boston, MA)
- …lead an investment platform or CIO function at a large wealth management firm, private bank , or RIA. + Strong understanding of capital markets, investment ... Supervise due diligence on third-party investment products (ETFs, mutual funds, SMAs, private equity, alternatives, etc.). + Serve on the COI/FIDO committee. +… more
- JPMorgan Chase (Summit, NJ)
- …Trust Officer with whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families personalized, ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee.… more
- Wells Fargo (New York, NY)
- …securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for high- and ultra-high-net-worth individuals ... achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have… more