- Bank of America (Boston, MA)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with exceptional interpersonal… more
- JPMorgan Chase (Marlborough, MA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Boston, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- JPMorgan Chase (Mattapan, MA)
- …offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive ... offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Have a passion for...support your teammates' success and the goals of the bank , while fostering a culture of diversity and inclusion… more
- JPMorgan Chase (Boston, MA)
- …placement of JP Morgan alternative solutions with financial advisors from wirehouse, private bank , RIA, independent broker/dealer, and JP Morgan Chase ... wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to… more
- Citigroup (Boston, MA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Boston, MA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citigroup (Boston, MA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... internal and external clients, incorporating the views of The Private Bank 's Investment Committee. + Prepare investment...prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or… more
- Citigroup (Boston, MA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary… more
- Citigroup (Boston, MA)
- …FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...in the Law Firm Segment of our business. The Banker is a strategic professional who closely follows latest… more
- JPMorgan Chase (Boston, MA)
- …more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you ... Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and...will support the management of daily client deliverables for Private Equity fund administration… more
- Bank of America (Waltham, MA)
- …Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client ... + Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and delivers technical or systems related… more
- Citizens (Westwood, MA)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... is to grow to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities. Job Location: This position will… more
- Bank of America (Boston, MA)
- …will maximize our enterprise-wide referral flows, deepen collaboration with partners across the bank , and ensure sustainable client growth in alignment with the ... Business Banking, Commercial Banking, Global Markets and the Corporate and Investment Bank , to identify and convert cross-business client opportunities. + Serve… more
- Citizens (Westwood, MA)
- …MA - 200 Station Drive Key Responsibilities: + Lead testing and insights across Retail, Private Client , Private Bank , and C2C; set methodology and ... standards. + Design statistically defensible sampling and test frameworks (power analysis, stratified sampling, A/B and quasi-experiments). + Build governed analytics assets (semantic models, curated tables, reusable Python/SQL libraries) for auditable… more
- Eastern Bank (Boston, MA)
- …and nurture new private banking relationships. Maintains a portfolio of the bank 's top clients and oversees the servicing and nurturing of the relationship with ... posting for additional information_ Responsible for growth of the private banking portfolio and servicing of private ...assigned client team. Meets deposit, wealth, lending and fee revenue… more
- Eastern Bank (Boston, MA)
- …other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full capabilities ... of the bank to each client . + Refers clients and prospects to Commercial Lending,...training and work experience. + Minimum 5+ years of private banking, commercial banking, or business development/sales experience in… more
- Eastern Bank (Boston, MA)
- …other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities ... of the bank to each client . + Refers clients and prospects to Commercial Lending,...or equivalent work experience. + Minimum 10 years of private banking, commercial banking or business development/sales experience. +… more
- Citizens (Westwood, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... white glove experience to clients that results in long-term client loyalty. There is a need for 2 hires...for 2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr … more
- PNC (Boston, MA)
- …an opportunity to contribute to the company's success. As a Sales Leader II within PNC's Private Bank organization, you will be based in Boston, MA. PNC will not ... business results and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and other managers.… more