- Citigroup (Miami, FL)
- …to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to ... on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships...BA plus relevant financial services experience required. **Job Family Group :** Private Client Coverage **Job Family:** … more
- Citigroup (San Antonio, TX)
- …Personal Wealth Management (CPWM) provides banking and wealth management services to our Citigold and Citigold Private clients via our Citibank ... branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and… more
- Citizens (New York, NY)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... Description Citizens employs a group of experienced advisors that help individuals and...engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships… more
- S&P Global (San Francisco, CA)
- …**The Team:** The Sales Representative will be a member of the iLEVEL Private Market sales team within S&P Global's Market Intelligence division. In this role ... range of companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative will be responsible for driving new… more
- S&P Global (San Francisco, CA)
- …leader in the provision of illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in the post-trade valuation of alternative ... mature and distressed spectra across the globe. **Responsibilities & Impact:** The Private Equity Analyst will deliver a range of valuation services specifically to… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert… more
- JPMorgan Chase (New York, NY)
- …Proven experience in a similar role within the financial services industry, preferably in private banking or wealth management . + Strong understanding of the ... **Job Summary:** The Global Private Bank is seeking a dynamic and experienced...advocating for our Latin American (LatAm) and Global Family Group (GFG) segment. The successful candidate will collaborate closely… more
- PNC (Milwaukee, WI)
- …the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients ... opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank...may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... The Private Bank Commercial Real Estate (\"CRE\") Group...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Private Bank Service Leader will oversee a centralized team of service professionals supporting the Private Bank segment division. This ... and satisfaction. + Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives. + Manage the escalation process to… more