- Citigroup (Costa Mesa, CA)
- …to multi-task **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …preferred + CFA, MBA degree or other advanced degree a plus **Job Family Group :** Private Client Product Services **Job Family:** Investment Counselor **Time ... full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited...investment solutions with asset allocation targets, risk management and client goals. + As the CPB and Citi product… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- Citigroup (Los Angeles, CA)
- …Master's degree preferred + Licenses: FINRA Licensed Series 7, 63/ 66 **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... 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… more
- Citigroup (New York, NY)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (Miami, FL)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (Atlanta, GA)
- …degree preferred + Licenses: FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... 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… more
- Citigroup (San Francisco, CA)
- …120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (Palo Alto, CA)
- …120 days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (San Antonio, TX)
- …7/66 required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Team Client Services Associate is a developing professional role...teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.… more