- JPMorgan Chase (Great Falls, 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 families ... good standing under the Safe Act. What you will do * Develop new relationships externally through referrals from clients and Center of Influences, personal community… 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
- 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
- Export-Import Bank of the United States (Washington, DC)
- …for supporting the Board of Directors, the management of EXIM's external client relationships and transactions, and product structure, design, and delivery. The ... CBO and EXIM's President and Chair, the DCBO designs and leads the Bank 's business development strategies for the China and Transformational Exports Program (CTEP)… more
- UMB Bank (Washington, DC)
- …of corporate bank loans + Experience working with various structures of bank debt including CLOs, Interval funds, ABLs, Private debt + Deep understanding ... This role will provide support of day to day operational/ client service activities while effectively monitoring daily receivables, journal...to ensure cash processing and procedures fit within any new products the team onboards + Develop and lead… more
- UMB Bank (Washington, DC)
- …& Responsibilities** This role will provide support of day-to-day operational/ client service activities while effectively monitoring daily receivables, journal ... to ensure cash processing and procedures fit within any new products the team onboards + Perform trade and...activity + Support the Relationship Manager with oversight of client relationships + Participate in cross-training to learn other… 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
- 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
- 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