- Principal Financial Group (Stamford, CT)
- …internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet...That Will Help You Stand Out** + Public and private markets experience including closing business in public fixed… more
- KeyBank (Orange, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (Northport, NY)
- …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
- JPMorgan Chase (Lake Grove, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Citizens (Branford, CT)
- …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
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22 - Brewster, New York 10509 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- JPMorgan Chase (Stamford, CT)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citigroup (Greenwich, CT)
- … 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 (Greenwich, CT)
- …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
- JPMorgan Chase (Greenwich, CT)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Citigroup (Huntington, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Wells Fargo (Cheshire, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Citigroup (Smithtown, NY)
- …as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by leveraging ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time… more
- JPMorgan Chase (Greenwich, CT)
- …your career to the next level. As an Investment Specialist in the US Private Bank , you are responsible for helping the Banker win new clients and deepen and ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities**… more
- US Bank (Greenwich, CT)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- 1st Financial Bank USA (Southbury, CT)
- …We finance cars purchased through authorized and independent dealers, and through private party transactions and auctions. Premier Financial Services is a wholly ... owned subsidiary of 1st Financial Bank USA.** **Job Title:** Loan Sales Manager **Location:** Southbury,...top-tier service. Occasional travel is required for dealership visits, client meetings, and attendance at industry events and car… more
- KeyBank (Milford, CT)
- …and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM ... for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone...pull-thru and funding rates, and achieving established benchmarks for client NPS scores. + Serves as a market's residential… more
