- Bank of America (Florham Park, NJ)
- …framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and ... Private Bank Associate - Investments Princeton,...BS/BA degree in Business, Finance or Economics desired **Skills:** Account Management Attention to Detail Collaboration Recording/Organizing… more
- Bank of America (Florham Park, NJ)
- Trust Senior Associate - Private Bank Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Tool updates * Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business,… more
- Huntington National Bank (Detroit, MI)
- …in existing and prospective client meetings with PM's i. Review specific account issues ii. Help close new business opportunities iii. Coordinate additional ... Required Qualifications: + A minimum of 10-years of investment management and/or due diligence Preferred Qualifications: + Management...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- Citigroup (Miami, FL)
- …CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, In-View, DMS, WINS, ... process improvements. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and implement changes… more
- City National Bank (New York, NY)
- …such as Wealth Management , International, Treasury Management , or to a Private Banker. Maintain complete knowledge of all bank products and services. * ... Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational...environment required * Minimum 5 years of experience with bank products and services (eg deposits, cash management… more
- JPMorgan Chase (San Francisco, CA)
- The US Private Bank Front Office Legal team is a group of talented, motivated, and collaborative lawyers. As a Private Bank Front Office Legal Attorney - ... Vice President, Assistant General Counsel within our Private Bank Legal team, you will support...including client relationship managers, client service teams and business management . + Advising on a wide range of legal… more
- Regions Bank (Atlanta, GA)
- …and services (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for ... rendering an extraordinarily high level of services to private wealth management clients and supporting the...and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life… more
- Regions Bank (Clayton, MO)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery ... of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage,...for rendering an extraordinarily high level of services to private wealth management clients and supporting the… more
- Citizens (Johnston, RI)
- Description Private Bank Ops - Consumer QA QC Professional The mission of the Private Bank Operations is to deliver a best-in-class experience for ... Private Bank clients and the colleagues that...with business line leaders to enhance quality controls + Management of the Control Inventory (creation, monitoring, escalations) +… more
- Bank of America (Frisco, TX)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,...Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management… more