- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience, to lead sales, marketing and educational efforts for all Private Client Banking (PCB) products. Sets strategic direction to ... marketing objectives to drive increased advisor participation and adoption of Private Client Banking products. * Advances strategic growth initiatives for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary** The Senior Vice President, Chief Risk Officer for the Private Client and Asset Management business reports to the Chief Risk ... and is responsible for comprehensive and strategic risk management responsibilities within Private Client and Asset Management. This role is responsible for… more
- Citigroup (Beverly Hills, CA)
- …: Yes, up to 50% of the time **Job Family Group:** Private Client Product Services **Job Family:** Banking Cash Management **Time Type:** Full time **Primary ... private bank clients + Directly interface with the client CFOs, CEOs, Controllers, Treasurers & Accounting Staff +...an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus… more
- Citigroup (Short Hills, NJ)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Miami, FL)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... 63 + 65) required (or obtained within 120 days) **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time… more
- Citigroup (Irving, TX)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction ... strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers' client and partner processes to deliver excellence through secure,… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... create Wealth. This will be achieved by 1) Systematic collaboration across Citi's Banking and Wealth divisions globally, to identify corporate clients with a Wealth… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... years of experience + Extensive and proven experience in Private Banking having covered the UHNW market...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Houston, TX)
- Job Description Responsibilities: + Senior banker covering private and public reserve-based lending (RBL) clients in mid-corporate upstream oil and gas sector + ... the on-boarding and retention of clients, ensuring the appropriate "Know Your Client " (KYC) and other compliance deliverables are met; + Identifies cross-sell… more
- Citigroup (Tampa, FL)
- …team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client , Wealth at Work), ICRM, ... only with the core US and international regulators, but also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi… more
- Citigroup (New York, NY)
- …environment. . BA/BS required, MBA preferred. **Job Family Group:** Private Client Product Services **Job Family:** Banking Cash Management **Time Type:** ... see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as trusted advisors to… more
- Citigroup (Jersey City, NJ)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (New York, NY)
- …+ Evaluating and processing data, historical information and "Know Your Client " to assess appropriate strategy. + Developing and presenting action plans ... + 8+ years relevant experience in Risk Management, Corporate Finance, Banking , Consulting, Finance, etc. + **Sound understanding of Valuation Techniques to… more
- Wells Fargo (San Diego, CA)
- …supporting multiple people and balancing multiple priorities + Assist in providing service to Private Banking client relationships + Interact with clients to ... training, military experience, education **Desired Qualifications:** + Experience in Wealth Management/ Private Banking + Knowledge and understanding of opening… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... an inclusive and high-performing culture. Position: Senior Manager, US Global Transaction Banking (GTB) Business Management Global Transaction Banking (GTB) is… more