- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred and managerial experience The Wealth Private Bank Lead will be accountable for ... demanding time frames + Strong knowledge on asset products, wealth management is a plus. + Flexibility to meet...the accuracy and completeness of the Private Bank financial reporting globally. This role… more
- JPMorgan Chase (New York, NY)
- …your career to the next level. As a Wealth Advisor in the US Private Bank , you will help ensure that our clients' estate, income, tax, philanthropic, and ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Private Bank . + Help team members acquire… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (New York, NY)
- ** Director , Wealth Communications** The Enterprise Services...for Citi Wealth 's primary business lines: Citi Private Bank , Citigold and Wealth ... communications strategy, with an emphasis on streamlined, cohesive messaging across Citi Private Bank , Citigold, Wealth at Work + Manage pipeline of content… more
- JPMorgan Chase (New York, NY)
- …motivated to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking ... As a Private Banker in the International Private Bank , you are responsible for advising...plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net… 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 ... As a Private Banker in the US Private Bank , you are responsible for advising...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- Citigroup (New York, NY)
- …Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private ... **About Citi Wealth ** Citi Wealth is focused on...**About Citi Wealth ** Citi Wealth is focused on serving the needs of...on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities… more
- JPMorgan Chase (Greenwich, CT)
- …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 ... next level. As an Investment Specialist in the US Private Bank , you are responsible for helping...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- JPMorgan Chase (New York, NY)
- The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending ... closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management, trusts and financial planning + Ability… more
- Citigroup (New York, NY)
- …a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will ... preferred._ + _University Degree. Master's degree preferred._ **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs ... mortgage and HELOC products and features offered in the US Private Bank . This role also oversees the end-to-end platforms/products, from client-facing… 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 ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- City National Bank (New York, NY)
- *REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra-High ... by being active in the community and maintaining positive relationships within the Bank . Create and maintains effective relationships with Private Banking team,… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director (Vice President) Risk Solutions Group, Global Banking...DPG is part of Origination team, which is a Private Side Group. A VP in DPG is a… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , US Corporate Banking Origination, (Consumer, Industrial, Retail)...focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Perform client and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Leveraged Credit Sales, Sales / US FICC...Leveraged Loans, High Yield Bonds, and in some cases, Private Placement and Investment Grade securities to Scotiabank's investing… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Liquidity Management - Deposit Solutions (US), Global...be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , Head of Latin America Liability Management **Requisition...local and international debt capital markets. Understand how the bank 's risk appetite and risk culture should be considered… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , US Treasury Reporting & Analytics **Requisition ID:**...off on, daily liquidity reporting with consideration to the Bank 's risk appetite, including investigating any day-over-day material variances.… more