- Citigroup (Los Angeles, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... 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… more
- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Summary of the Position:** The Private Bank Quality Review Specialist position is comprised of the quality review of documents and assisting in supporting the ... overall Private Bank Fulfillment and Production group where...all loan documents are correct before they leave the Bank is crucial to a premier client … more
- Scotiabank (New York, NY)
- …with different structuring and pricing systems and have strong financial and analytical skills , understand the bank 's policies and procedures well and have a ... applications change constantly. The VP must have strong interpersonal skills to build relationships with the Bank 's...Do:** + Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships,… more
- 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