- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... of proprietary, independent research and span the global capital markets, including equity , fixed income, multi-asset, and alternative strategies. As a private … more
- JPMorgan Chase (Los Angeles, CA)
- …having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services . Your role ... The Private Client experience at JP Morgan offers a...skills + Strong team player with a predisposition to service + Securities licenses are a plus… more
- S&P Global (New York, NY)
- …thorough research on corporate actions, new issuances, and other market events impacting Private Markets and Equity securities . + Understand and explain ... (for internal use):** 11 **The** **Role:** Senior Index Manager, Private Markets and Equity Indices **The Location:**...Index Management. + Exposure to a broad range of securities and index concepts. + Collaborate with global stakeholders… more
- JPMorgan Chase (Chicago, IL)
- …client service , JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you will be responsible for ... serve as the primary point of contact for all service related needs of a Private Banking...services **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63 licenses… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching client ... relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex… more
- JPMorgan Chase (Brooklyn, NY)
- …client service , operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a… more
- Citigroup (New York, NY)
- …research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's ... clients. + Lead and support the distribution efforts of private equity and real estate products for...(SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- Edward Jones (St. Louis, MO)
- …preferred or obtained in accordance with firm policy + 8+ years Private Banking experience for HNW investors including securities -based lending, residential ... day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it...banking. + 11+ years of experience in the financial services industry preferred + Direct client service … more
- JPMorgan Chase (Garden City, NY)
- …solutions to individuals + In depth experience and/or knowledge of hedge funds, private equity and alternative investments + Ability to execute trades smoothly ... Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance...start date + Seven plus years of experience in Private Banking or Financial Services industry +… more
- JPMorgan Chase (Montgomery, AL)
- …and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers ... advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more