- JPMorgan Chase (Boston, MA)
- …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
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... white glove experience to clients that results in long-term client loyalty. There is a need for 2 hires...for 2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr … more
- PNC (Boston, MA)
- …to contribute to the company's success. As a Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Boston, MA. In this ... participate in STEM OPT for this position. **Job Description** + Leads client management activities with clients and prospective clients. Responsible for the… more
- JPMorgan Chase (Mattapan, MA)
- …offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Have a passion for uplifting the… more
- Citizens (Lynn, MA)
- …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
- Citizens (Medford, MA)
- …+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy. + Implement effective controls and proactively initiate action over ... key client indicators and managing loan closings within established Key...(KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to m… more
- Wellington (Boston, MA)
- …responsibilities for our $5 billion bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citizens (Boston, MA)
- …and executing sellside and buyside M&A transactions for your financial sponsor client base. Depending on your clients and their portfolio activity, you may ... Equity Capital Markets, Global Markets (interest rate derivatives and FX), Private Banking and Wealth, Structured Products, Treasury Management or other groups… more
- Citizens (Westwood, MA)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client...customer-centric culture built around helping our customers and giving back to our local communities. When you join our… more
- Wellington (Boston, MA)
- …either on the Buy or Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a commensurate level of understanding of company ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citizens (Westwood, MA)
- …will use a collaborative approach and "digital-first" mindset to help Citizens Bank create and implement innovative products and solutions that supports Private ... and Trading Platform, focused on delivering exceptional advisor and client experiences, enabling scalable investment management, and supporting business growth.… more
- Citizens (Boston, MA)
- …acquisition, recapitalization, and refinancing transactions for new and existing corporate and private equity owned customers of Citizens Bank . The position ... models and loan systems + Monitoring the receipt and accuracy of client reporting including financial statements and covenant compliance certificates and completing… more
- Citizens (Westwood, MA)
- …MA - 200 Station Drive Key Responsibilities: + Lead testing and insights across Retail, Private Client , Private Bank , and C2C; set methodology and ... Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of… more