- Citigroup (New York, NY)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... solutions , including investment strategies, banking and lending, trust and specialized services .The Private Bank delivers solutions to help meet the… more
- MUFG (New York, NY)
- …on industry standards for Client Access Management, Multi-Factor Authentication, client administration, and user self- service . + Understands complex cash ... the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- JPMorgan Chase (Iowa City, IA)
- …brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... service . You will take a lead role in acquiring,...with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make… more
- JPMorgan Chase (Plano, TX)
- …resolution. In this role, you will partner with teams such as Client Service , Sales/Relationship Management, Product Management, Pricing, Financial Controllers, ... requirements, and seeking input from peers and partners as needed. + Anticipate client and business partner needs, delivering tailored solutions and adapting… more
- Wells Fargo (New York, NY)
- …Real Estate Securitization and Capital Markets ("RESCM") group within Wells Fargo Securities , LLC ("WFS") is the product group responsible for the structuring and ... CRE CLO or any other form of real estate securitization. + Maintain existing client relationships and grow third party agented securitizations with an emphasis on … more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...sales of related commercial and investment banking products and services , all while ensuring strong credit quality of the… more
- Citigroup (Costa Mesa, CA)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time… more
- Wells Fargo (Syosset, NY)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... to) years of experience, complement of clients serviced, banking services and options of various clients, and client...+ 3+ years of experience in a licensed financial services position + Customer service focus with… more
- TD Bank (Fresh Meadows, NY)
- …by anticipating client needs and suggesting the most appropriate Wealth solutions + Identifies opportunities within the portfolio and network to refer business ... possess strong interpersonal skills in order to develop a thorough understanding of each client 's individual circumstances and a lasting role as a the client 's… more
- Janus Henderson Investors (New York, NY)
- …region. This role will work closely with the institutional team including consultant relations, client service , client strategy and marketing teams as well ... relationships with key decision makers and senior client influencers, understand client issues and offer appropriate solutions . + Effective team player who… more