- 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 (Wellesley, 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 (Malden, MA)
- …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 (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
- Citizens (Boston, MA)
- …demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management ... Description Citizens Private Bank continues to scale consumer...Bachelors Degree required + Demonstrated track record of managing private client relationships, with attention to detail… 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
- JPMorgan Chase (Boston, MA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Eastern Bank (North Andover, MA)
- The Private Client Banking Specialist I supports the onboarding and servicing of the Private Banking Division's clients as the operational and administrative ... portion of client onboarding to ensure exceptional introduction to the Private Banking client experience. + Maintains operational excellence and meets all… 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)
- …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)
- … Banking** - This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client ... and client service standards + Acts as a tax technical resource for Private Bank client teams **Skills** **:** + Account Management + Attention to Detail… more
- Citizens (Boston, MA)
- …track record of delivering a white glove experience to clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the ... Description Citizens Private Bank has accelerated its strategy...Primary responsibilities include + Works closely with RM and client to identify lending needs and solutions. + Performs… more
- Eastern Bank (North Andover, 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 ... Responsible for growth of the private banking portfolio and servicing of private ...assigned client team. Meets deposit, wealth, lending and fee revenue goals… 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
- PNC (Boston, MA)
- …to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston, MA. The position ... remotely, at the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- Citizens (Medford, MA)
- …+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy. + Implement effective controls and proactively initiate action over ... key client indicators and managing loan closings within established Key...(KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to m… more