- US Bank (Boston, MA)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, managing, ... service relationships with high income/high net worth private banking clients. Provides advice, counsel, and...+ Eight or more years of private wealth management experience in the financial services … more
- Citigroup (Boston, MA)
- …and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- Citigroup (Boston, MA)
- …a range of responsive banking , investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Eastern Bank (Saugus, MA)
- …one or more of the Banks' banking and wealth management services including banking services , residential and commercial lending, cash management, and ... private partnerships, and non-profit organizations. **Skills/Knowledge** **Knowledge of banking , lending, and wealth management products.** + Strong business… more
- Eastern Bank (Lynn, MA)
- …the overall growth strategy and will report directly to the Vice President of Wealth Management & Private Banking Marketing Strategy & Marketing Technology. ... MS Excel, PivotTables, PowerPoint + Prior experience in B2B marketing and Financial services industry or FinTech highly preferred + Deep attention to detail, strong… more
- Eastern Bank (Boston, MA)
- …related field preferred or equivalent work experience. + Minimum 10 years of private banking , commercial banking or business development/sales experience. + ... bank to each client. + Refers clients and prospects to Commercial Lending, Wealth Management, Treasury Services , Residential Lending, as appropriate, for purpose… more
- TD Bank (Andover, MA)
- …Financial Planner (CFP), preferred + Developing understanding of private banking business development techniques, products, services and overall industry + ... the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise...at the center of the Private Client Services model supporting an integrated Wealth Management… more
- JPMorgan Chase (Boston, MA)
- …qualifications, capabilities and skills** + Ten plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs +… more
- KeyBank (Boston, MA)
- …development experience in Insurance Investment Banking . Open to insurance services , agency & brokerage, wealth advisory, asset management or specialty ... senior banker will source, pitch and execute transactions in Financial Services industry. Individuals are highly skilled at managing clients, identifying… more
- KeyBank (Boston, MA)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... **Location:** 225 Franklin Street - Boston, Massachusetts 02110 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through… more
- JPMorgan Chase (Boston, MA)
- …qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral ... environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses:… more
- Eastern Bank (Lynn, MA)
- …execution of CRM initiatives. + Collaborate with cross-functional stakeholders across Retail, Private Banking , Wealth Management, Loan Operations, Treasury ... Platform App Builder) preferred. + Prior Implementation experience in Financial Services / Wealth Management preferred. + Familiarity with relational databases and… more
- Citizens (Boston, MA)
- …a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in ... Bank has accelerated its strategy to build out Wealth Management, scale Business Banking , grow deposits,...work independently and receive minimal guidance while maintaining client service and compliance standards as new wealth … more
- CIBC (Boston, MA)
- …qualitative and quantitative due diligence on hedge fund and private credit strategies/managers and make recommendations. Other responsibilities include developing ... teams across the US to provide sound investment management and advisory services . Furthermore, new strategy and/or fund development is strongly encouraged. **How… more