- Huntington National Bank (Pittsburgh, PA)
- …Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully ... Private Bank services + Responsible for supporting high client service levels, strong retention and suitable...investment, or insurance products and services + Knowledge of Private Financial Group products + Professional demeanor… more
- JPMorgan Chase (New York, NY)
- …our Operational Due Diligence team. The role focuses on hedge fund and private credit investments for the Alternatives Solutions Group . The successful candidate ... **Job Summary** As a Vice President in the Asset Management - Hedge Fund/ Private Credit Operational Due Diligence team, you will be a 'hands-on' analyst… more
- Citigroup (Greenwich, CT)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:**… more
- Citigroup (Miami, FL)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:**… more
- Citigroup (Costa Mesa, CA)
- …to multi-task **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -...opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex… more
- Bloomberg (New York, NY)
- …the role :** The Private Funds Technical Account Management Professionals is a group of individuals who play a vital role in delivering exceptional service ... Funds + Proven understanding of capital markets and the investment lifecycle for private assets + Exceptional customer service skills, with the ability to… more
- KeyBank (Cleveland, OH)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...client 's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to… more
- HUB International (Mclean, VA)
- …either directly with clients or in coordination with a Retirement Advisor and the Client Service team. The successful candidate must understand all aspects of ... relationship. + Proactively engage with plan sponsors, advisors, client service team and marketing to enhance...meeting activity and wealth management lead pipeline for annual client reviews. + Track/Input group meetings into… more
- Neuberger Berman (New York, NY)
- …about investing and the financial service industry to join our Institutional Client Group ("ICG") for an 8-week internship focused on developing client ... summer designed to prepare participants for career opportunities within our Institutional Client Group . **Responsibilities:** Institutional Client Group :… more
- Comerica (Raleigh, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of ... to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth… more
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