- 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
- 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… more
- JPMorgan Chase (Larchmont, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in JP Morgan 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
- KeyBank (Ardsley, NY)
- …E Dartmouth Ave - Aurora, Colorado 80014 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... 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 (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 (Stamford, CT)
- 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
- City National Bank (New York, NY)
- …and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products… 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
- Scotiabank (New York, NY)
- …policies, and procedures. + Drive a customer focused culture that deepens client relationships and leverages broader bank relationships, systems and knowledge; ... exotic payoffs. We are seeking a candidate with strong client relationships who can identify and monetize opportunities to...Equity Sales to pitch equity derivative solutions to the bank 's clients; + Effectively communicate with clients to build… 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)
- …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