- KeyBank (New Rochelle, NY)
- …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
- City National Bank (New York, NY)
- …to ensure a smooth and seamless on-boarding process. * Manage relationships with the Private Banker and client team in planning, delivery and regular ... Licensing Act of 2008" (Safe Act) and must be registered/ licensed with the "Nationwide Mortgage Licensing System and Registry";...and objectives of the clients. * Work with the Private Banker and rest of Client… more
- KeyBank (Staten Island, NY)
- …SE 256th Street - Kent, Washington 98030-6414 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent ... Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
- JPMorgan Chase (Jersey City, NJ)
- …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
- JPMorgan Chase (New York, 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
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
- TD Bank (New York, NY)
- …credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD ... Relationship Managers, and Investment Advisors who are part of the client -facing Distribution teams are both securities-registered and insurance- licensed .… more
- TD Bank (New York, NY)
- …credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD ... Relationship Managers, and Investment Advisors who are part of the client -facing Distribution teams are both securities-registered and insurance- licensed .… more
- JPMorgan Chase (New York, NY)
- …Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- Scotiabank (New York, NY)
- …**What You'll Do** + Be part of a customer focused culture that deepens client relationships and leverages broader bank relationships, systems and knowledge; + ... within corporate equity derivatives sales and origination, demonstrating market knowledge, client relationships, idea generation. This role is crucial in adding… more
- Scotiabank (New York, NY)
- …Highlights:** + Champions a client centric focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge; + ... and presenting financial analyses including, but not limited to, preparing client presentations, financial models and conducting research on companies, industries… more
- Scotiabank (New York, NY)
- …and regulatory risk. + Contribute to a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. ... of matters across multiple businesses and operations of the Bank 's US Global Banking & Markets (GBM) business, with...and conduct risk. **What You'll Bring** + JD and licensed attorney in good standing admitted or otherwise authorized… more
- Arup (New York, NY)
- …Washington DC or New York offices. The ideal candidate should be a licensed engineer with extensive experience in multi-disciplinary projects serving as a project ... manager. The role involves technical design, consulting, client engagement, business development, and team leadership. **The Opportunity** + Project Leadership &… more