- Neuberger Berman (New York, NY)
- …etc.). + Desired knowledge of FinTech solutions and options in the market for Private Bank /Wealth Management business. + Familiarity with Vibe Coding concepts. + ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our… more
- DWS Group (New York, NY)
- …aspects for investment vehicles to be launched as part of the firm's private debt funds business. IAO will also be responsible for overseeing the out-sourced ... to work alongside internal groups, such as Portfolio & Asset management, Client Service & Marketing, external service providers, and clients. Role Details As… more
- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Principal Financial Group (New York, NY)
- …design and implement complex, multi-asset investment solutions, spanning public and private investments. + Demonstrated success in a client -facing, consultative ... Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on… more
- Principal Financial Group (New York, NY)
- …internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet...That Will Help You Stand Out** + Public and private markets experience including closing business in public fixed… more
- Neuberger Berman (New York, NY)
- …a 75 year old global investment firm with $515bn of AUM, including $140bn within Private Equity and $208bn within Private Credit. Marquee Brands is dedicated to ... will receive significant direct interaction with senior professionals. Finally, NB Private Equity is a highly entrepreneurial environment where employees are often… more
- Capco, a Wipro Company (New York, NY)
- …alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, ... scale programs. **What You'll Get to Do:** + Lead or support client engagements focused on credit card product strategy, digital payments, issuing/acquiring models,… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... that also translate into capital markets business opportunities such as Public and Private ABS, EETCs, DCM and HY bonds. Ensure close cooperation with SMBC Aviation… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including… more
- HSBC (New York, NY)
- **Description** **International Corridors, Head of Europe Desk, HSBC Bank USA, NA, New York, NY:** Manage International Subsidiary Banking (ISB) client ... revenues from HSBC global corporate clients, in Europe, through coordination with client coverage teams and product partners, and structuring of deals for clients.… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the set up and monitoring process for broadly syndicated loan and private credit Collateralized Loan Obligation (CLO) warehouses. **Role Objectives:** The job… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... to senior team members related to the origination, structuring, and execution of Private Credit and BSL CLO transactions **Role Objectives** Support the CLO business… 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 ... with all partners. **Essential Functions** + 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 (Suffern, 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 (Paramus, NJ)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with exceptional interpersonal… 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 (New York, NY)
- …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
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- JPMorgan Chase (Yorktown Heights, NY)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our ... creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively...using a value-added, relationship-oriented approach to acquire and deepen client relationships. + 1+ year Branch Banking Banker… more
