- Citizens (New York, NY)
- Description The Private Bank , Sr . Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with ... from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan...verifying accuracy of financial and loan documents. + The Senior Lending Associate will have more access and authority… more
- Citigroup (Greenwich, CT)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… more
- JPMorgan Chase (New York, NY)
- …and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank , you will gain exposure to every facet of wealth management, ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...around the world. JP Morgan was named 2021's "Best Private Bank in the World" and "Best… more
- Citizens (New York, NY)
- …plans that will drive awareness, engagement, and retention for the Citizens Private Bank businesses. Reporting to the Vice President, Enterprise Content ... Description Overview of role: The Sr . Content Marketing Strategist is part of the...present strategic content plans to key stakeholders within the Private Bank , aligning messaging with business objectives… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Citigroup (New York, NY)
- …technical developments and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients ... The Invst Counselor Sr Principal is an internally and externally recognized...investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- Bank of America (New York, NY)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit-Manager- Sr -Credit-Underwriter-Global-Wealth ... Credit Manager/ Sr Credit Underwriter Global Wealth & Investment Management...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- PNC (Ridgewood, NJ)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Ridgewood, NJ. The position is ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Markets-Due-Diligence-Analyst\_25019293-2) **Job Description:** At ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...are a plus. + Must be comfortable dealing with senior executives at private market firms. +… 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
- City of New York (New York, NY)
- …is seeking to fill one (1) Staff Analyst II vacancy to function as a Sr . Bank Account & Disbursement Reconciler in the Bureau of Reconciliation and Control ... the Comptroller, and other state and local agencies. The Sr . Bank Account & Disbursement Reconciler will:...working with the budget of a large public or private concern in budget administration, accounting, economic or financial… more
- City National Bank (New York, NY)
- * SR . ESTATE SETTLEMENT OFFICER* WHAT IS THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/trust assets held within an ... administrative trust or probate. The Sr . Estate Settlement Officer facilitates family meetings, identifies, collects and values assets, pays claims and expenses,… more
- JPMorgan Chase (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... a Private Banker Associate in the US Private Bank , you are responsible for providing support to a Senior Banker in all facets of managing their books of… more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, ... supports an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings,… more
- JPMorgan Chase (New York, NY)
- 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with ... wealth management solutions. As a Solutions Analyst in Global Private Bank , you will work with product...need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As an Solutions Analyst Trainee in Global Private Bank , you will work with investment professionals who are dedicated ... do business + Build technical and professional skills + Hear from senior executives and build global networks **Required qualifications, capabilities, and skills** +… more
- JPMorgan Chase (New York, NY)
- …their first 30 days with the company. As a Vice President Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and ... approvals are in place + Present to and update senior client groups on recruiting activity and manage escalations...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more