- 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 ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...sources of wealth generation. + Anticipate events in a client 's life and business which have significant… more
- Scotiabank (New York, NY)
- …Scotiabank's Global Banking & Markets division. DPG is part of Origination team, which is a Private Side Group . A VP in DPG is a Coverage Officer responsible for ... Associate Director (Vice President) Risk Solutions Group , Global Banking & Markets **Requisition ID:** 234619...is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman Group , LLC** **Neuberger Berman,** founded in 1939, is a private , independent, employee-owned investment manager with c. $508 billion in ... range of strategies, including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds, on behalf of institutions,… more
- SMBC (New York, NY)
- … client coverage, including all aspects of client development, new business generation, and cross-selling of SMBC Group 's various products and services. ... the financial sector, the FIG team partners with many business units throughout the SMBC Group to...public/ private markets + Assist the team with client relationships to develop new business opportunities.… more
- Compass Group, North America (Varnville, SC)
- …**Position Title: DIRECTOR OF DINING SERVICES II - K12 FOOD SERVICE POTENTIAL NEW BUSINESS - VARNVILLE, SC** Chartwells K12's goal is to make sure students leave the ... ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of...who is constantly seeking a better way to conduct business . This key leadership position is directly responsible for… more
- JPMorgan Chase (New York, NY)
- …family investment firms and their portfolio companies, and to provide this important client group the same consistent and focused coverage that is provided ... Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds....play a central role within the IB Family Coverage Group in all aspects of client coverage… more
- BMO Financial Group (West Palm Beach, FL)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... presentations to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client...and ethical requirements. + Focus may be on a business / group . + Thinks creatively and proposes new… more
- Citigroup (Atlanta, GA)
- …degree preferred + Licenses: FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...sources of wealth generation. + Anticipate events in a client 's life and business which have significant… more
- WTW (New York, NY)
- …I&D initiatives, group presentations, and a formal performance review process. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client ... accounts in the Fortune 500 sector to small local business areas. For a complete list of industries our...as we see fit. A role with Personal Lines Private Client team is suited for individuals… more
- Compass Group, North America (St. Louis, MO)
- …in 4,500 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational ... budgeting as it pertains to the account. + Maintains excellent relationships with the client . + Works with the team in creating nutritious and top-quality food for… more