- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . Effectively manage client expectations regarding what can and ... in line with the fundamental interests of the Citi Private Bank . Help team members acquire the...Group: Private Client Coverage - Job Family: Private Banker - Time Type: Full time… more
- Bank of America (New York, NY)
- …Ensure adherence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this ... Required Qualifications: 15+ years of leadership experience in wealth management, private banking, or financial services. Demonstrated success managing … more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** **Primary Location:** New… more
- Citigroup (Greenwich, CT)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (Atlanta, GA)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …technical developments and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Citigroup (Washington, DC)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... 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 expectations… more
- CIBC (Milwaukee, WI)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a **Senior** ** Private Banker ,** you will cultivate new and manage existing ... private banking:** You have 7-10 years of experience managing lending and deposit relationships for HNW and ...managing lending and deposit relationships for HNW and UHNW clients. + **Educational background:** You have a bachelor's… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (Miami, FL)
- The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- JPMorgan Chase (Sarasota, FL)
- DESCRIPTION: Duties: Advise Ultra High Net Worth ( UHNW ) clients in the Financial Services space on personal balance sheet asset allocation, investment management, ... new bankers, training new hires, mentoring junior talent, and managing event planning, marketing, and branding efforts, in order...of business at the firm. Write subscription lines and private equity partner group lending. Strictly adhere to all… more
- Citigroup (Los Angeles, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... management & planning services and access to a dedicated Private Banker . We also support firms, and...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Citigroup (New York, NY)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... years of experience + Extensive and proven experience in Private Banking having covered the UHNW market...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Bank of America (New York, NY)
- …part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and ... introduction is initiated by the Private Bank and referred to the MAG...written and verbal; ability to convey complex strategies to UHNW clients + Proven relationship building and business partnering… more
- Citigroup (New York, NY)
- …successful candidate will also be crucial in fostering deep partnerships with geographic Private Bank (CPB) heads and management to strategically grow GCS, ... Program, including driving significant business development efforts. + Collaborate with regional private bank teams and geographic CPB heads and management to… more
- Bank of America (Boston, MA)
- …Ensure adherence **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this ... management, private banking, or financial services. + Demonstrated success managing large-scale referral or client acquisition programs at a global financial… more
- Citigroup (New York, NY)
- …**Responsibilities include:** + Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending ... bespoke loan proposals that meet the client need while managing overall Firm targets. + Partner with Citi Wealth...UHNW lending origination and credit analysis in a private bank + Expert knowledge in Commercial… more
