- JPMorgan Chase (Washington, DC)
- …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
- 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
- Wells Fargo (Hyattsville, MD)
- …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) non-exempt employee will transition to the...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 (Tysons Corner, VA)
- …to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Tysons Corner, VA ... for the growth of their book of business through client expansion and new client ... acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication… 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
- City National Bank (Annapolis, MD)
- …Office Managers and Line Officers to support existing clients and develop new CNB relationships. Coordinates client /prospect calling activities with Relationship ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community… more
- City National Bank (Annapolis, MD)
- …Office Managers and Line Officers to support existing clients and develop new CNB relationships. Coordinates client /prospect calling activities with Relationship ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community… 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
- Catalent Pharma Solutions (Harmans, MD)
- **Sr Specialist, Client QA** **Position Summary** Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) whose mission is to ... programs and the launch of more than a hundred new products every year. Powered by thousands of scientists...is responsible for providing QA support and oversight of Client Projects from start to finish for GMP Manufacturing… 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
- Navy Federal Credit Union (Vienna, VA)
- …reporting activities in adherence to Government Sponsored Entities (GSEs) and private investor guidelines. Supervise and monitor the application of investorfunds and ... GSEs' (Ginnie Mae, Freddie Mac and Fannie Mae) and Private Investors' servicing guidelines + Supervise and review the...the reconciliation of various general ledger (GL) and custodial bank accounts on a timely and accurate basis; Review… more
- Citigroup (Washington, DC)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between...messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.… 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
- SolomonEdwards (Washington, DC)
- …talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: The ... client is one of the largest sources of funding...than 120 offices worldwide, they work with public and private sector partners to develop solutions to the most… 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
- Overseas Private Investment Corporation (Washington, DC)
- Summary Located in OE, you'll support the sourcing of new business development opportunities for debt finance transactions, equity investments, & political risk ... development finance institutions. Research and identify key potential clients or client groups, associations, industry sectors, regions, and/or target markets to… more
- Catalent Pharma Solutions (Harmans, MD)
- …the acceleration of development programs and the launch of more than a hundred new products every year. Powered by thousands of scientists and technicians and the ... training and other quality systems. + Interface and communicate with the Client , Analytical Development teams, Method Services group and the Quality Control… more
- Catalent Pharma Solutions (Harmans, MD)
- …the acceleration of development programs and the launch of more than a hundred new products every year. Powered by thousands of scientists and technicians and the ... on the floor. * Performs QA on the Floor activities supporting client projects, including room release, observing critical processes, reviewing batch documentation… 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