- 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
- Scotiabank (Houston, TX)
- …value the unique skills and experiences each individual brings to the Bank , and are committed to creating and maintaining an inclusive and accessible environment ... system of record and conducting monthly billing for each client . The role ensures all activities conducted are in...skills and experiences each individual brings to the Bank , and are committed to creating and maintaining an… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,...FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- KeyBank (Elkhart, IN)
- …net worth clients with Key's Family Wealth Office and Core Private Bank business. + Lead prospect, client and COI planning engagements when advising ... is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-high...the Planner is expected to contribute to internal and client -facing content development, and will partner with Market Leaders,… more
- Scotiabank (New York, NY)
- …You'll Do:** + Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to ... skills + Maintain a professional approach in all client interactions + High attention to detail with a...skills and experiences each individual brings to the Bank , and are committed to creating and maintaining an… 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. ... **Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time… more
- Scotiabank (New York, NY)
- …staff. **What You'll Do** + Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + ... value the unique skills and experiences each individual brings to the Bank , and are committed to creating and maintaining an inclusive and accessible environment… more