- JPMorgan Chase (Summit, NJ)
- …Officer with whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... 7 consecutive years we have been voted number 1 in the US for overall private banking services by Euromoney , and we have been specifically recognized for our… more
- JPMorgan Chase (Los Angeles, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's Private Bank. The JP Morgan Private Advisory team is a cross-disciplinary ... collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and… more
- Citigroup (New York, NY)
- …Bachelor's/University degree or master's degree is required **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:** Full time ... **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention… more
- Truist (Nashville, NC)
- …job description:** The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The ... individual will be a member of a team which functions as the designee of the Principal Manager and performs administrative supervisory functions that are routinely associated with those of a retail broker/dealer and RIA supervising principal in the securities… more
- Truist (Charlotte, NC)
- …regulatory requirements pertaining to oversight. + Principal Review of Alternative/ Private Investment transactions. Manage ticket submission queue and related ... workflow. Ensure tickets submitted are being reviewed and reconciled prior to order period deadlines. + Perform escalated review of complex transactions identified by the Supervision Team. + Electronic Correspondence/Social Media Review of direct reports and… more
- JPMorgan Chase (New York, NY)
- …focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management- Private Bank, you will need to work well in a team environment, ... Become an integral part of the Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique!… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet… more
- Citigroup (New York, NY)
- …a focused and high quality team. + In addition to the role of Private Banker, the Team Leader will also have the following Responsibilities: + Accountable for ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- Citigroup (Palo Alto, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot… more