- Citigroup (Palo Alto, 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 ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- BMO Financial Group (Los Angeles, CA)
- …origination teams to deliver the highest level of products and services for the Private Banking client segment. The individual must have strong Private ... HNW Banking is responsible for managing four regional teams responsible for delivering Private Banking deposit and lending products. The team will be comprised of… more
- Adecco US, Inc. (Atlanta, GA)
- …but are not limited to: * Support and facilitate client requests to achieve Private Bank client experience standards, including fulfillment of client ... with regulatory and legal requirements * Assist with the Private Bank client management process...* Strong critical thinking and risk management awareness * Skills in administrative services, issue management, and prioritization *… more
- Dickinson Financial Corporation (Kansas City, MO)
- …experts in private banking, treasury management, deposit products and other applicable bank products. + Fosters client relationships in a way that endears ... delegation of duties and oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank 's automated loan… more
- KeyBank (Brooklyn, OH)
- …44144-2302 **ESSENTIAL JOB FUNCTIONS** + Oversees the day-to-day management of Key's Private Bank outsourcing partners ensuring performance objectives are met + ... case value + Subject matter expert and central point of contact for Private Bank outsourcing partner relationships + Coordinate all internal support partners… more
- JPMorgan Chase (New York, NY)
- … coverage of family investment firms, coordination across the Investment Bank , Commercial Bank and Private Bank , as well as Mergers & Acquisitions, debt ... the Investment Bank , which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the… more
- Citigroup (New York, NY)
- …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 ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citizens (Westwood, MA)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client...and be outspoken, when necessary, coupled with strong communication skills . + Ability to work as a highly collaborative… more
- Banc of California (Los Angeles, CA)
- …goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage product price ... as market interest rates change (while optimizing deposit margin for the bank ). + **Deepen Client Relationships/Profitability:** For existing clients, completes… more
- JPMorgan Chase (Brooklyn, NY)
- …with emerging technologies into the products and services we create. The Global Private Bank Design team is dedicated to creating cohesive, industry-leading ... across our digital banking and lending platforms for the Private Bank . You will collaborate with researchers,...with business goals and operational needs Apply expertise in private banking and user experience to improve client… more