- Citigroup, Inc. (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . Help team members acquire the...Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker… more
- Citigroup, Inc. (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients… more
- Metropolitan Commercial Bank (New York, NY)
- …Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on ... Come work with us: Metropolitan Commercial Bank (the " Bank ") is a full-service...personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions,… more
- Bank of America (New York, NY)
- …offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and Portfolio ... Job Description: At Bank of America, we are guided by a...enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning and Product… more
- BNP Paribas (New York, NY)
- …franchise offers a broad range of products and services across markets to our global client base, helping them to find effective ways to raise and invest capital as ... working in close partnership with various public side and private side coverage teams . The Solutions team in...Acts in leadership capacity for projects, processes, or programs. Client , Customer and Stakeholder Focus: Able to build relationships… more
- EquityZen (New York, NY)
- EquityZen is a financial technology company, backed by leading venture and private equity investors. We're looking for a Marketing Operations Associate to join ... EquityZen's growing team as we redefine private markets. Since 2013, the EquityZen marketplace has made.... Make strategic improvements that inform strategy, performance marketing, client engagement and other marketing activities. . Create and… more
- Scotiabank (New York, NY)
- …a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience Conceptualizes, ... A positive attitude combined with confidence to drive team priorities Knowledge of the Bank 's application systems and their relationships within the Bank is an… more
- Houlihan Lokey, Inc. (New York, NY)
- …Generalist/REVS Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past… more
- Scotiabank (New York, NY)
- …the preparation of all US equity capital markets elements related to client presentations Source of all new issue related communications with global institutional ... equity capital markets ideas Support and coverage of external client relationships An observer and participant on the Equity...York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Blackstone (New York, NY)
- …$1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, ... the fund's general ledger and internal workpapers Oversee the review of daily bank activities, manage cash with the deal team Maintaining information and reconciling… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Client and Citigold as part of their wider Citi relationship. Citi Private Client and Citigold have Financial Advisors covering clients in North America, Hong… more
- Bank of America (New York, NY)
- …on the client 's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and external ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused individual with exceptional interpersonal… more
- KeyBank (Ossining, 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
- Bank of America (New York, NY)
- …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 * High touch, client -focused individual...Private Bank platform * High touch, client -focused individual with exceptional interpersonal skills * Leader who… more
- JPMorgan Chase (Greenwich, CT)
- …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
- JPMorgan Chase (Montvale, NJ)
- …collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker , you are the main point of contact for a ... sources. **Job Responsibilities** + Share the value of Chase Private Client with clients that may be... relationships + Minimum of one year Branch Banking Banker , or equivalent experience in financial services, with verifiable… more
- JPMorgan Chase (West Harrison, 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
- Citizens (New York, NY)
- …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
