- JPMorgan Chase (Lake Grove, 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
- JPMorgan Chase (Old Field, 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
- JPMorgan Chase (Lake Grove, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Wells Fargo (Norwalk, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Citigroup (Smithtown, NY)
- …as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by leveraging ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time… more
- Citigroup (Huntington, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- NatWest Markets (Stamford, CT)
- …with internal partner areas (eg. Trading, Credit, Operations, Relationship Management) to ensure Bank resources and the client relationship are optimized at all ... US Project Finance/Infrastructure customers, global leveraged finance/sponsors and US Private Financing customers. Products include interest rate swaps, cross-currency… more