- Neuberger Berman (New York, NY)
- …etc.). + Desired knowledge of FinTech solutions and options in the market for Private Bank /Wealth Management business. + Familiarity with Vibe Coding concepts. + ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our… more
- HSBC (New York, NY)
- …funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks to ... a range of fund vehicles could be analyzed including private equity funds and other fund types. The ability...limits in partnership with Relationship Managers based on the bank 's risk appetite and client 's credit risk… more
- Principal Financial Group (New York, NY)
- …internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... by actively participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet or exceed goals… more
- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... Broker Dealers platform within GFIG. Candidates should have general bank knowledge to include: bank capital structure,...adjust quickly to new challenges and changes in the client landscape **Qualifications and Skills ** + Proven… more
- Neuberger Berman (New York, NY)
- …a 75 year old global investment firm with $515bn of AUM, including $140bn within Private Equity and $208bn within Private Credit. Marquee Brands is dedicated to ... will receive significant direct interaction with senior professionals. Finally, NB Private Equity is a highly entrepreneurial environment where employees are often… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... that also translate into capital markets business opportunities such as Public and Private ABS, EETCs, DCM and HY bonds. Ensure close cooperation with SMBC Aviation… more
- Principal Financial Group (New York, NY)
- …design and implement complex, multi-asset investment solutions, spanning public and private investments. + Demonstrated success in a client -facing, consultative ... Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on… more
- HSBC (New York, NY)
- **Description** **International Corridors, Head of Europe Desk, HSBC Bank USA, NA, New York, NY:** Manage International Subsidiary Banking (ISB) client ... revenues from HSBC global corporate clients, in Europe, through coordination with client coverage teams and product partners, and structuring of deals for clients.… more
- Neuberger Berman (New York, NY)
- …5 plus years of hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration ... tax. + Investment oversight experience a plus. + Excellent communication and problem-solving skills . + Client presentation and marketing skills . + Strong… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the set up and monitoring process for broadly syndicated loan and private credit Collateralized Loan Obligation (CLO) warehouses. **Role Objectives:** The job… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... to senior team members related to the origination, structuring, and execution of Private Credit and BSL CLO transactions **Role Objectives** Support the CLO business… more
- Arup (New York, NY)
- …and climate adaptation consulting services on projects for the public and private sectors + Demonstrate research experience related to mitigation, adaptation, and ... to the growth of Arup's Adaptation and Resilience consulting business, including client development and general business development. **Is this role right for you?**… more
- JPMorgan Chase (New York, NY)
- …Managers harness the collective power of our firm. **Job summary:** As a Private Bank - Client Skills Training Designer and Facilitator - Vice President ... on the Client Skills Training and Practice Management US Private Bank team, you will partner closely with Global Private Bank Analysts and Sales… more
- Bank of America (Paramus, NJ)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with exceptional interpersonal skills * A… more
- Bank of America (New York, NY)
- …the entire Private Bank platform * High touch, client -focused individual with exceptional interpersonal skills * Leader who recognizes opportunities ... of Private Bank and the bank 's capabilities and services to meet specific client...CPA, CFA, CTFA, CFM or JD a significant plus ** Skills :** + Business Development + Client Management… more
- JPMorgan Chase (New York, NY)
- …the firm and our Private Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain ... **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate...work with industry leaders in wealth management. Develop your skills in client engagement and business generation… more
- Citigroup (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... and in line with the fundamental interests of the Private Bank . + Help team members acquire...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- … 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...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
