- JPMorgan Chase (Stafford, 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
- 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 (Washington, DC)
- …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 (Arlington, VA)
- …and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to ... coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our… 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
- 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
- M&T Bank (Washington, DC)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book… 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