- Citigroup (Brooklyn, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Advisor SAFE Act is a seasoned...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial… more
- Citigroup (San Jose, CA)
- …and procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money… more
- Citigroup (Paramus, NJ)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Citigroup (Hewlett, NY)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Commerce Bank (St. Louis, MO)
- …and their business partners. Serve as a backup in the absence of the Family Office Relationship Managers. + Assist with account administration, trust document ... a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor...in person + Assist with significant cash processing for Family Office relationships. + Maintain various spreadsheets… more
- Citizens (Shelton, CT)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data… more
- US Bank (Chicago, IL)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking Partner has the shared ... the superior client facing skills needed to become a Private Wealth Banker. Incumbents need to possess...skills using a variety of software packages including Microsoft Office applications + Well-developed analytical skills + Pursuit of… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 About the Role: Private Market and other Thematic Indices' data owner As a Private Market and Thematic ... (IMPG), you will be responsible for preparing, validating, and ensuring the accuracy of private equity, venture capital, private debt, and real asset data ahead… more
- Bank OZK (Bentonville, AR)
- …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service to ... meet the comprehensive banking needs of high-net-worth clients. Deliver private banking credit and deposit solutions, while partnering with trust and wealth … more
- Zurich NA (New York, NY)
- …pensions, endowment & foundations, sovereign wealth funds, OCIOs, fund-of-funds, family offices), private equity, venture capital, investment or strategy ... Director, Private Equity 128897 Zurich Alternative Asset Management (ZAAM)...will be based out of our New York City office . The position is a career track position. He… more