- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. US Credit ... to meet client needs. + Strategic thinker - Understanding of business strategy, market dynamics, and competitive landscapes. + Ability to work effectively with… more
- Citigroup (New York, NY)
- …significance to business ethics Annual Base Salary: $100,000 **Job Family Group :** Private Client Coverage **Job Family:** Development Program **Time ... affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in...while building a strong professional network and contributing to business priorities **We want to hear from you if… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- JPMorgan Chase (Newark, DE)
- …Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business , providing leverage for investment ... Review and trade portfolios, manage orders and execute trades across managed account business including the following: + Monitoring client activity such as: new… more
- Deloitte (Cleveland, OH)
- …Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Manager within the Investment Management - Real Estate Tax group , you will provide federal tax consulting and compliance… more
- Insight Global (Louisville, KY)
- … client advocate. * Maintain a comprehensive understanding of your dedicated client 's group health portfolio and other internal services and coordinate ... communication among various business partners. * Act as a liaison between clients...between clients and insurance carriers to ensure a seamless client experience. Group Benefit Support & Administration… more
- Bloomberg (Montgomery, NJ)
- …or experience within the Private Credit and/or Loan industry + Background in client -facing roles such as sales support, client service, or marketing in ... Team Leader - Capital Structure Data Location Skillman Business Area Data Ref # 10045042 **Description &...the evolving credit landscape, especially in areas like Loans, Private Credit, and Capital Structure. By bringing together insights… more
- Spanish Peaks Mountain Club (Maui County, HI)
- …effectively communicating with all hotel departments to successfully execute the group 's needs while maintaining an outstanding client relationship. ESSENTIAL ... They will coordinate and oversee the planning phase of client functions to ensure the experience has exceeded the...Familiarity with food and beverage basics, menu planning and private / group event coordination + Ability to effectively… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- Regions Bank (West Palm Beach, FL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... for assigned managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager +… more