- CIBC (New York, NY)
- …resulting in a great summer experience. **What You'll Be Doing** + Working with Family Office Executives in supporting clients **Who You Are** + Excel mastery ... complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office ). Our goal for the application process is to get to know more… more
- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Citigroup (New York, NY)
- …from affluent to ultra-high net worth to family offices. + Support the Private Bank and Wealth at Work businesses across all FP&A activities including ... + Proficient computer skills with a focus on Microsoft Office applications + Effective verbal and written communication skills...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private… more
- Citigroup (New York, NY)
- …of wealth clients. 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 through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- …requires directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private ... The individual in this Citi Wealth role will work as a senior leader...skills are essential + Should have proficiency in Microsoft Office - particularly Excel (metrics and data analysis), PowerPoint… more
- Citigroup (New York, NY)
- …across the different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. ... of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate… more
- Citigroup (New York, NY)
- …of wealth clients. 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 through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- …management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and ... Wealth Business Treasury is a global team that partners...Treasury Ld Analyst - C13 sits in the NY office and supports the US Deposit franchise for the … more
- Citigroup (Jersey City, NJ)
- …firm, or a combination thereof; experience in Private Banking Front Office processes, Deposits, Lending, and/or Wealth Operations. ; Advanced degree a ... laws, and regulations, and specific regulatory requirements + Demonstrated knowledge in Private Banking, Deposits, Lending, and/or Wealth Operations + Strong… more
- Citigroup (New York, NY)
- …which eventually affects the overall performance and effectiveness of the sub-function/job family . **Responsibilities:** + The Private Bank at Citi (CPB) is ... to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :**… more
- Citizens (New York, NY)
- Description Citizens Private Bank is opening a Private Bank Office in New York, as part of its strategy to build out Wealth Management, scale Business ... Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...expand in key growth markets. We're looking for talented Private Bank Office team members, who demonstrate… more
- Citizens (New York, NY)
- Description Citizens Private Bank is opening a Private Bank Office in New York as part of its strategy to build out Wealth Management, scale Business ... Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...expand in key growth markets. We're looking for talented Private Bank Office team members, who demonstrate… more
- JPMorgan Chase (New York, NY)
- …with clients, internal Middle Office teams and required third parties ( Family office representatives, notaries, couriers, and borrowers counsel) to manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...Capabilities and Skills** + 2 years of experience in Wealth Management + Demonstrated ability for sales and client… more
- M&T Bank (New York, NY)
- …Growth opportunities include developing further into a leadership role within a specific wealth vertical: Family Wealth , Affluent Business Segments, ... Wealth Markets. These markets are managed by Area Executives who oversee wealth advisors, investment advisors, private bankers, financial planners, and client… more
- JPMorgan Chase (New York, NY)
- …investment opportunities, and asset growth. Responsibilities will include providing local family office and nonprofit clients with consultative, objective ... strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees. The candidate is… more
- Citigroup (New York, NY)
- …of the Citi Global Wealth franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold businesses, as well as the product ... risk-approved visibility framework Lead initiatives to expand tool adoption across the Wealth franchise, including trainings, office hours, use cases, etc.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, Data Lead, GBM Data Office **Requisition ID:** 212694 **Salary Range:** 90,000.00 -...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more
- JPMorgan Chase (New York, NY)
- …for use in the Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business. The candidate will be part of the Wealth ... JP Morgan Wealth Management Solutions comprises a workforce of more...our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging… more
- Citigroup (New York, NY)
- …experience in the financial services industry is preferable **Travel (YES/NO)** No **Job Family Group:** Private Client Coverage **Job Family :** Client ... A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more