- Huntington National Bank (Cincinnati, OH)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- Citigroup (San Francisco, CA)
- … and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and ... Citi Global Wealth brings together the full power of Citi...supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments… more
- Citizens (San Francisco, CA)
- Description As the Growth Strategist for Private Bank /Private Wealth , your primary responsibilities are to nurture and build brand equity for Citizens Private ... pricing, value proposition and competitive differentiators + Partner with Private Bank and Wealth leadership teams as well as key business partners to ensure… more
- PNC (Tysons Corner, VA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank , you will be based in ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... of bringing in new clients/investment management mandates to the bank . They will have an exceptional understanding of, and...range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to,… more
- M&T Bank (West Hartford, CT)
- …MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \# wealth \#Wilmingtontrust M&T Bank is committed to fair, competitive, and ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Citizens (Johnston, RI)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... + 15+ years of working experience in payments, private banking and wealth systems, with expertise in products, solutions architecture and aligning technology to… more
- Truist (Charlotte, NC)
- …knowledge of Investment industry operational risk concepts with relevant experience in Wealth Advisory or, Brokerage, Capital Markets Sales, Trading + Research and ... or SWAP Dealer activities and reporting. + Prior experience with large bank , securities, and trust regulations and risk frameworks, including FINRA, SEC, ERISA,… more
- Citigroup (San Francisco, CA)
- …national business. This person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and ... and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank… more
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