- Bank of America (Houston, TX)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal… more
- Bank of America (Walnut Creek, CA)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better… more
- Eastern Bank (Boston, MA)
- …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... growth targets in deposits, wealth and revenue. Supports the bank 's target verticals including professionals, Not-For-Profit, Family-owned businesses, VC/PE,… more
- Citizens (Phoenix, AZ)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... Qualifications + 15+ years of working experience in payments, private banking and wealth systems, with expertise in products,...the financial services industry with an added focus on Private Banking, Wealth and Payment Systems + Staying updated… more
- KeyBank (Hartford, CT)
- …and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives ... to meet client's needs + Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external… more
- KeyBank (Pepper Pike, OH)
- …Analyzes and interprets legal instruments to determine duties and responsibilities of bank . - Identifies and resolves potential trust and estate tax- related issues. ... - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs,… more
- KeyBank (Palm Beach Gardens, FL)
- …Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues. ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc.… more
- Citigroup (Fort Lauderdale, FL)
- …Strong understanding of collateral analysis + Ability to work within the bank 's Credit Risk Management framework, policies and procedures + Proven strong analytical ... and credit analysis skills with good attention to detail and ability to provide big picture decision making + Familiarity with traded products, eg fx and derivatives + Ability to conduct business due diligence and assess a counterparty's financial strengths +… more
- JPMorgan Chase (New York, NY)
- …through their first 30 days with the company. As an Associate Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and ... recruit top talent, both internally and externally. Your primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs. As a segment subject matter expert,… more
- KeyBank (Hartford, CT)
- …The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the ... relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.… more