- Citigroup (New York, NY)
- …team in support of the Wealth business which is comprised of the Private Bank , Wealth at Work and Citigold segments. Wealth brings together the ... to family offices. + Support the Private Bank and Wealth at Work ...Support the Private Bank and Wealth at Work businesses across all FP&A...to the financial performance of the Private Bank and Wealth at Work … more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at Work , and Citigold). **Job Description** This is a ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (New York, NY)
- …the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the ... Wealth Business Treasury is a global team that...portfolio is aligned to the underlying deposit characteristics + Work with Treasury verticals on strategic initiatives such as… more
- Citigroup (New York, NY)
- …Citi Global Wealth franchise. This role will partner closely across the Private Bank , Wealth at Work , and Citigold businesses, as well as the product ... Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to… more
- Citigroup (New York, NY)
- … Wealth business (eg, Citi Private Bank , Citigold, Citigold Private Client, Wealth at Work ), ICRM, Legal, Operations, Independent Risk, Internal ... The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory… more
- JPMorgan Chase (New York, NY)
- **Global Private Bank - Summer Associate Program - LatAm** **What we do in the Private Bank ** Our advisors help clients achieve their financial goals by ... around the world. JP Morgan was named 2021's "Best Private Bank in the World" and "Best...wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high… more
- City National Bank (New York, NY)
- * PRIVATE BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment analysis and wealth ... of investment and financial markets database tools. * Assist Private Banking client teams in performing wealth ...pre-brief and de-brief meetings. * Assume primary responsibility to work with Private Banking client team and… more
- JPMorgan Chase (New York, NY)
- …motivated to provide a first-class experience to clients within JP Morgan's Latin America Private Bank . You will be working alongside a team of talented ... to the next level. As an Analyst you will work on an integrated team with our bankers, global...provides exposure to our multiple business areas within the Private Bank including but not limited to… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Bank is seeking an experienced Executive Director to serve as the Treasurer/Principal Financial Officer for a fund complex within JP Morgan ... Wealth Management. The ideal candidate will have a strong...providing direct administration and sub-administration for funds within the Private Bank .Manage internal and external relationships, serving… more
- Bank of America (New York, NY)
- …under pressure with minimal hands-on direction. **Desired Qualifications:** + 5 years of wealth planning related work experience ( wealth transfer, financial ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New... of America premises and to provide a safe work environment. To view Bank of America's… more
- Bank of America (New York, NY)
- …Crimes Risk program for Merrill Lynch Wealth Management, Merrill Edge/Consumer Investments, Bank of America Private Bank and GWIM Banking. The candidate ... knowledge of Merrill Lynch Wealth Management and Bank of America Private Bank ... of America premises and to provide a safe work environment. To view Bank of America's… more
- Citizens (Tarrytown, NY)
- …Team Lead will have responsibilities within the compliance program for the Citizens Private Wealth segment of Citizens Wealth Management, including its ... Wealth Management. At Citizens, we're more than a bank and here you'll experience new things, create new...the strategy and implementation of Compliance management throughout Citizens Private Wealth . While in this role, you… more
- M&T Bank (New York, NY)
- …of the Bank 's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently ... Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance advice, oversight and challenge,… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... in risk management. This role offers the chance to work in a dynamic environment where you will prioritize...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and… more
- M&T Bank (New York, NY)
- …a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. **Primary Responsibilities:** + Maintain ... timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates. + Manage assigned...the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less… more
- Citigroup (New York, NY)
- …the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...are directly affected by the performance of the individual. Wealth Business Treasury is a global team that partners… more
- Citigroup (New York, NY)
- …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 ... wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Citigroup (New York, NY)
- …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 ... wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- JPMorgan Chase (New York, NY)
- …+ **Collaborating with internal partners:** Work with partners across both the Private Bank and the firm to develop solutions and strategies addressing our ... provide a first-class experience to clients within JP Morgan's Private Bank . The JP Morgan Private...wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find… more