- JPMorgan Chase (Alexandria, VA)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- JPMorgan Chase (Washington, DC)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...on all aspects of their balance sheet and generate new client acquisition. You will be part… more
- City National Bank (Washington, DC)
- ** PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and ... good standing under the Safe Act. **What you will do** + Develop new relationships externally through referrals from clients and Center of Influences, personal… more
- JPMorgan Chase (Centreville, VA)
- …of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an ... sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results + High school degree,… more
- Bank of America (Washington, DC)
- …with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management ... Private Bank - Structured Credit Executive... Private Bank - Structured Credit Executive Chevy Chase, Maryland;Baltimore,...us! Job Description The Credit Executive (CE) is a client -facing role responsible for developing new custom… more
- Wells Fargo (Vienna, VA)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Bank of America (Washington, DC)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Sources new clients in alignment with the bank 's established risk appetite + Leads the client...a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused… more
- PNC (Washington, DC)
- …contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Washington, DC. The position ... with investment objectives that have been developed with the client . Depending on line of business, may provide specialized...for full time and part-time employees, visit pncbenefits.com > New to PNC. _*For more information, please click on… more
- Citizens (Washington, DC)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- CIBC (Washington, DC)
- …will set the tone and pace of the market by directly participating in new client acquisition and retention, identifying new business development ... of experienced private banking advisors, market managers, private bankers and associates to drive client ...and repeatable activities. + Lead by example by identifying new and deepening existing client relationships; explore… more
- Bank of America (Washington, DC)
- …Carolina;Atlanta, Georgia; Plano, Texas; Dallas, Texas; Boston, Massachusetts; Wilmington, Delaware; New York, New York; Washington, District of Columbia; ... Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common...responses to government agency examinations and investigations, enforcement actions, private complaints, and litigation * Providing thought leadership and… more
- US Bank (Washington, DC)
- At US Bank , we're on a journey to do our best. Helping...makes you thrive at every stage of your career. Try new things, learn new skills and discover what ... shared ambition to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what… more
- Citigroup (Washington, DC)
- …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...new clients with the goal of bringing in new bank and brokerage assets . Deepen… more
- Office of the Comptroller of the Currency (Washington, DC)
- …areas. Represent the legal practice and policy of the Comptroller in meetings with bank management, bank counsel, private attorneys, consumers, and other ... for important information about OCC ethics standards, such as the requirement that new hires divest their bank securities. Successfully complete a background… more
- Truist (Washington, DC)
- …acquisition of new high net worth & ultra-high net worth client relationships. Demonstrated experience and success in meeting and exceeding sales goals, ... law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and… more
- American Bankers Association (Washington, DC)
- …across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the value proposition of ... wealth management business objectives. **Key Responsibilities:** + Develop analysis on new market opportunities within OME's Wealth Management training business and… more
- Navy Federal Credit Union (Vienna, VA)
- …system and hardware design and architecture, DBMS concepts, SQL programming, and client server concepts + Extensive experience with private , public and ... ensuring a seamless, secure, and efficient onboarding experience for new members. Implement new solutions to enhance...range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to… more
- Huron Consulting Group (Washington, DC)
- …and deliver technology solutions that deliver results and seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend ... + Experience creating consolidated financial statements for public and private companies + Experience with foreign currency translation and...travel up to 50% as needed to work with client or other internal project teams The estimated base… more