- Citizens (Westwood, MA)
- …working experience in the financial services industry with an added focus on Private Banking , Wealth and Payment Systems + Staying updated with ... Description (Applicants must have experience in payments, private banking , and wealth systems, with expertise in products, solutions architecture and… 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
- 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 (Boston, 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
- 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
- Bank of America (Boston, MA)
- …Healthcare Group focuses on the middle market healthcare industry including traditional banking , capital raising and advisory services . This group is a ... with domestic and international teammates throughout the bank, including Investment Banking , Foreign Exchange, and Wealth Management and facilitates client… 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
- Adecco US, Inc. (Cumberland, RI)
- …consideration for this role, click on Apply Now and upload your resume.** As a Wealth Management Client Care Customer Service Representative, you will work in an ... inbound contact center providing exceptional service to our Wealth Management clients or... Management clients or branch office partners regarding their banking or brokerage accounts including credit and debit cards… 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. **_At… more