- Citigroup (New York, NY)
- …Essentials Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time ... research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's … more
- Fifth Third Bank, NA (Nashville, TN)
- … banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and ... to identify opportunities with new and existing bank customers. Continually monitors and evaluates client ...relationship with client through all areas of Private Bank and other appropriate Bancorp channels.… more
- City National Bank (Wilmington, DE)
- …Wealth Management policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- Mizuho Corporate Bank (New York, NY)
- …all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due ... and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- JPMorgan Chase (Los Angeles, CA)
- …holistic planning is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients with Wealth Management. As a ... The Private Client experience at JP Morgan...investing, financial advisory at a broker-dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and retirement strategies… more
- Mizuho Corporate Bank (New York, NY)
- …end onboarding coordination + Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due ... manner + Review monthly Americas Legal Compliance Dept. (ALCD) exceptions for new onboarding remediation + Adhere to internal audit requirements + Recommend and… more
- JPMorgan Chase (Brooklyn, NY)
- …more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you ... Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and...will support the management of daily client deliverables for Private Equity fund administration… more
- JPMorgan Chase (Brooklyn, NY)
- …services to more than 150 clients across all alternative asset classes. As a Private Equity Fund Admin VP within our client administration team, you will ... Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and...manage all facets of daily client deliverables for Private Equity fund administration… more
- JPMorgan Chase (Jersey City, NJ)
- …services to more than 150 clients across all alternative asset classes. As a Private Equity Fund Admin Associate within our client administration team, you will ... Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and...support all facets of daily client deliverables for Private Equity fund administration… more
- Neuberger Berman (New York, NY)
- …etc.). + Desired knowledge of FinTech solutions and options in the market for Private Bank /Wealth Management business. + Familiarity with Vibe Coding concepts. + ... to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent...Technology alongside advisor training teams during the rollout of new processes and tools. + Own and lead the… more