- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Client and Citigold as part of their wider Citi relationship. Citi Private Client and Citigold have Financial Advisors covering clients in North America, Hong… more
- Bank of America (New York, NY)
- …on the client 's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and external ... Private Client Manager II New York,... Private Client Manager II New York, New York;Frisco, Texas...a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused… more
- Bank of America (Melville, 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 ... Private Client Advisor II Melville, New... Private Client Advisor II Melville, New York **Job Description:**...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- JPMorgan Chase (Hicksville, 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 (Garden City, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- JPMorgan Chase (Syosset, 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 **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the bank… more
- Citigroup (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (New York, NY)
- Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the US and in Canada. ... Investment Counselors joining Citi Private Bank will be distinguished and highly...or other advanced degree a plus. **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- Citigroup (New York, NY)
- …ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital ... the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody,...or other advanced degree a plus **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- City National Bank (New York, NY)
- …to ensure a smooth and seamless on-boarding process. * Manage relationships with the Private Banker and client team in planning, delivery and regular ... and objectives of the clients. * Work with the Private Banker and rest of Client...are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is… more
- Citigroup (New York, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… more
- Citigroup (New York, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… more
- Citigroup (New York, NY)
- …prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Assist ... degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …+ Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full ... The Banker SAFE Act is a strategic professional who...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time ... The Associate Banker SAFE Act LO is a strategic professional...Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more