- Citigroup (New York, NY)
- …and priorities and effectively make tradeoffs to achieve aggressive business goals **Job Family Group:** Private Client Coverage **Job Family :** Private ... an industry leader in Wealth. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help our clients… more
- Citigroup (Greenwich, CT)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... 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 the experience… more
- Citigroup (New York, NY)
- …(or 63 & 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... 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 the experience… more
- Citigroup (Miami, FL)
- …Series 7, Series 66 (or 63 + 65) required (or obtained within 120 days) **Job Family Group:** Private Client Coverage **Job Family :** Private Banker ... The Private Banker Sr. Lead is a strategic professional...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what… more
- Citigroup (Washington, DC)
- …& 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job Family :** Private Banker ... **HNW Private Bankers at Citi develop and deepen client...that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a ... and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, partnership and… more
- Citigroup (Beverly Hills, CA)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the... Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net… more
- Citigroup (Miami, FL)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- Citigroup (Beverly Hills, CA)
- …+ Displays flexibility and independence in a demanding environment + Team player **Job Family Group:** Private Client Product Services **Job Family :** IF ... Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a...core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect… more
- Robert Half Finance & Accounting (CA)
- …interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Family Office Accountant Location: East Bay, flexible hybrid schedule Salary: $135-165K + ... Benefits About the Company: The company is a renowned private equity firm that has a strong focus on...tax regulations. + Identify and manage risks to the family 's wealth, including insurance and asset protection strategies. +… more
- Citigroup (New York, NY)
- …continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the ... and/or licenses. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :**… more
- Bank of America (San Francisco, CA)
- …is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private ... Treasury Sales Officer II ( Private Banking) San Francisco, California **Job Description:** At...is responsible for delivery of integrated treasury solutions to ** Private Bank** clients. Partner closely with client-facing teammates to… more
- Citigroup (New York, NY)
- …serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. + Support the Private Bank and Wealth at Work businesses ... of the Wealth business which is comprised of the Private Bank, Wealth at Work and Citigold segments. Wealth...+ Coordinate and partner with teams located globally **Job Family Group:** Finance **Job Family :** Financial Planning… more
- Deloitte (Columbus, OH)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + Bachelor's degree in… more
- Deloitte (Columbus, OH)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week +… more
- Truist (Atlanta, GA)
- …decisions. Financing transactions include lead and non-lead opportunities that include private , family -owned transactions as well as sponsor-owned, leveraged ... complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and… more
- CIBC (Atlanta, GA)
- …to support needs / goals of Business Development, Wealth Strategies, Investments, Private Banking, and Family Office **2) Analyze competitive landscape, ... **How you'll succeed** **1) Develop** **go-to-market strategy** to fully support Private Wealth's strategic priorities + Create **actionable initiatives with clear… more
- Citigroup (Miami, FL)
- …pursuant to Citigroup's Employee Referral Program. Wage Range: $146,000 to $146,000 Job Family Group: Private Client Coverage Job Family : Private ... assisting with profiling, qualifying and converting prospects into Citi Private Bank clients. Assist with sophisticated cross-border investments and liability… more
- Citigroup (New York, NY)
- …continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the ... to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :**… more
- Citigroup (Miami, FL)
- …of experience in the financial services industry is preferable **Travel** No **Job Family Group:** Private Client Coverage **Job Family :** Client Services ... A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure...our client's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit,… more
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