- Citigroup (West Palm Beach, FL)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... 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)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- JPMorgan Chase (Newark, DE)
- …+ 5+ years-experience in managing a service function or equivalent financial services experience at a senior leadership level + Strong leadership and ... Morgan is the place for you! As a Client Service Manager in the US Private Bank,...change efforts and articulate strategy + Solid comprehension of Private Bank's range of products and services … more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... 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)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... cycles. In-depth knowledge of the industry and direct competitors' products/ services is also necessary in order to contribute to...quality team. + In addition to the role of Private Banker, the Team Leader will also have the… more
- Citigroup (Miami, FL)
- The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman Group LLC:** Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities ... decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non- investment teams of… more
- Thrivent Financial (Minneapolis, MN)
- …These tasks will be performed with the oversight of peers/mentors on the Private Placement Team. Assisting senior staff with formulating trade strategies, and ... we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We… more
- BlackRock (Dallas, TX)
- …structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides ... + Minimum 4 years of experience in fund accounting, investment management, external audit, or another private ...Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment … more
- HUB International (New York, NY)
- …providing a boundaryless array of business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products ... growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose… more