- Raymond James Financial, Inc. (New York, NY)
- …. Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- HUB International (Wilmington, MA)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... HUB colleagues + Performing accurate and thorough reviews of client coverage, exposure and price, and communicating recommendations to...response to those changes. + Leads all aspects of client service, marketing, and renewal of book of business.… more
- Citigroup (New York, NY)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Costa Mesa, CA)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …and/or licenses. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Dallas, TX)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Dallas, TX)
- …Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group :** Private Client Coverage **Job Family:** Private ... ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (New York, NY)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (New York, NY)
- …Securities Industry Essentials Exam (SIE), Series 7, Series 66 required **Job Family Group :** Private Client Product Services **Job Family:** Investment ... 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