- Citigroup (New York, NY)
- …equivalent experience) + Licenses: Series 7, 66 (or 63/65) preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Regional ... and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists...Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of… more
- JPMorgan Chase (Cambridge, MA)
- …growth in their balances. **Job Responsibilities** + Shares the value of the new Private Client tiered product suite, relationship program with clients that ... a team to achieve business results. As a Senior Private Client Banker in a JP Morgan...service , owning and resolving issues end-to-end, ensuring each client receives the best products, elevated servicing and relationship… more
- Citigroup (San Francisco, CA)
- …flexibility and independence in a demanding environment + Team player **Job Family Group:** Private Client Product Services **Job Family:** IF Lending ... core part of the CPB offering. + Partner with Private Banker teams to profile their client ...basis. + Marketing and sale of the full IF Product range, including client calling and account… more
- Citigroup (San Francisco, CA)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** ... traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. +… more
- Citigroup (San Francisco, CA)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** ... traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. +… more
- Citigroup (New York, NY)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** ... traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. +… more
- Citigroup (Beverly Hills, CA)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** ... alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on delivering a new suite of strategic reports and dashboards that support Private Client Group Management, its Divisional Directors and their related management ... knowledge into project work, and an understanding of financial services standards and practices and will serve as the...(3) to five (5) years of experience in a product management role, preferably with reporting experience, ideally working… more
- Citigroup (New York, NY)
- …skills across various mediums and audiences + Ability to travel **Job Family Group:** Private Client Product Services **Job Family:** Investment ... Citi Wealth services a large number of UHNW relationships across...around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client… more
- Citigroup (New York, NY)
- …preferred **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** ... financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs...Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of… more
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