- Bank OZK (Little Rock, AR)
- …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service ... and acquire new assets from both existing client base and new client ...5+ years of banking experience, including 3+ years in private banking or in another client -facing role… more
- 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. + ... to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent...Technology alongside advisor training teams during the rollout of new processes and tools. + Own and lead the… more
- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. The Private Bank Client Service Executive will provide an exceptional level ... our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40...client needs and opportunities with HSBC. As our, Private Bank Client Service Executive… 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...originations and customer support teams to optimize the overall client experience and generate new credit and… more
- HSBC (New York, NY)
- High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 12 Nov 2025 ... role owner will be an exceptional team player and client focused individual. This individual will establish new...And we want you to help us build the bank of the future! Your final fixed pay offer… more
- Banc of California (Beverly Hills, CA)
- …goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage product price ... as market interest rates change (while optimizing deposit margin for the bank ). + **Deepen Client Relationships/Profitability:** For existing clients, completes… more
- Principal Financial Group (Chicago, IL)
- …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
- HSBC (New York, NY)
- …investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus ... Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 8 Nov 2025… 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)
- …largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence ... 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
- SMBC (New York, NY)
- …Markets, actively support the commercial banking activity of TPDNY including by developing new client relationships, new asset classes and other relevant ... Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas,...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Banc of California (Valencia, CA)
- …negotiator with prospects & clients. + Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- SMBC (New York, NY)
- …largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence ... 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
- SMBC (New York, NY)
- …largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence ... 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
- JPMorgan Chase (Charlotte, NC)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- JPMorgan Chase (New York, 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
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ New -York/ Private -Wealth- Client -Associate\_25045398-2) **Job Description:** Merrill Wealth… more
- Bank of America (Princeton, NJ)
- Private Client Advisor II Princeton, New Jersey;Paramus, ...of Private Bank and the bank 's capabilities and services to meet specific client ... Sources new clients in alignment with the bank 's established risk appetite + Leads the client...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- Citigroup (Boston, MA)
- …. + Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with ... within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership… more
- Citigroup (New York, NY)
- …**Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** **Primary Location:** New York New York United States ... quality team. + In addition to the role of Private Banker , the Team Leader will also...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client… more
