- Citizens (New York, NY)
- Description The Private Bank , Sr . Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with ... from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan...verifying accuracy of financial and loan documents. + The Senior Lending Associate will have more access and authority… more
- Citigroup (Beverly Hills, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- JPMorgan Chase (San Francisco, CA)
- …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 ... a Private Banker Associate in the US Private Bank , you are responsible for providing support to a Senior Banker in all facets of managing their books of… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… more
- Umpqua Bank (Encino, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...train and present to small and large audiences of senior and executive level professionals. + Proven business development,… more
- Citizens (New York, NY)
- …plans that will drive awareness, engagement, and retention for the Citizens Private Bank businesses. Reporting to the Vice President, Enterprise Content ... Description Overview of role: The Sr . Content Marketing Strategist is part of the...present strategic content plans to key stakeholders within the Private Bank , aligning messaging with business objectives… more
- PNC (NJ)
- …our clients. As a Business Development Officer Sr . - Insurance Strategist within PNC Bank 's Private Bank Insurance organization, you will be based in a ... major market in our footprint. Job Profile: Incumbent will serve as the insurance expert within the Wealth Management organization and will demonstrate advanced knowledge of the insurance industry and will be capable of assessing how insurance best aligns with… more
- PNC (Tysons Corner, VA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr . within PNC's Private Bank , you will be based in Tyson's ... Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management, Decision Making… more
- PNC (Palm Beach Gardens, FL)
- …to contribute to the company's success. As Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Palm Beach Gardens, ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- KeyBank (Boise, ID)
- **Location:** 702 W Idaho - Boise, Idaho 83702 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- KeyBank (Columbus, OH)
- …Analyzes and interprets legal instruments to determine duties and responsibilities of bank . - Identifies and resolves potential trust and estate tax- related issues. ... - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs,… more
- KeyBank (Palm Beach Gardens, FL)
- …Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues. ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc.… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting...transfer authority as Team Leaders, Regional Banking Managers, and Senior Vice Presidents. * Assists management team in preparation… more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Zions Bancorporation (Houston, TX)
- At Amegy Bank , people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences ... thrive. Let us help you transform your career. Amegy Bank , here you grow. We're looking for a seasoned..., here you grow. We're looking for a seasoned Private Banking Relationship Manager to join our high-performing team… more
- Amazon (Seattle, WA)
- …financial services and consumer retail? The Amazon Payment Products team needs a Senior Product Manager to define and drive strategy and product feature development ... product features and services This position involves regular communication with senior leadership on risks, financial and operational program metrics. Cross-team… more
- Capital One (Mclean, VA)
- Sr . Manager / Sr . Counsel: Commercial Bank - Corporate Lending An amazing opportunity exists for a detail-oriented, confident and experienced attorney to ... the legal team supporting the Corporate Banking business in Capital One's Commercial Bank as Senior Counsel. Corporate Banking is Capital One's commercial… more
- Citigroup (San Francisco, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... The Investment Counselor Sr . Lead is a strategic professional who closely...investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- KeyBank (Cleveland, OH)
- …further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice ... versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist. + Shares intellectual capital… more
- Bank of America (Melville, NY)
- …Manager to join our Melville, NY Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million ... Sr . Relationship Manager, Global Commercial Banking - Middle...Team. The Middle Market segment of the Global Commercial Bank serves public and private companies with… more