- 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 ... Private Client Advisor II Washington, District... Private Client Advisor II Washington, District of Columbia **Job...a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused… more
- 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...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Washington, DC)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- JPMorgan Chase (Arlington, VA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… 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 ... outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the… more
- Citigroup (Washington, DC)
- …provide exceptional investment offerings to CPB clients. + In accordance with goals set by the Private Bank Regional Head and the Private Bank Global ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- Citigroup (Washington, DC)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Registered Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… 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...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… 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 ... PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust… more
- Bank of America (Mclean, VA)
- …with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management ... Private Bank - Structured Credit Executive...us! Job Description The Credit Executive (CE) is a client -facing role responsible for developing new custom credit relationships… 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 relationships with existing… more
- Wells Fargo (Reston, 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
- CIBC (Washington, DC)
- …& manage a team of experienced private banking advisors, market managers, private bankers and associates to drive client acquisition and retention through ... We're building a relationship-oriented bank for the modern world. We need talented,...please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager, East Region, will be responsible… 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 ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more
- Bank of America (Vienna, VA)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth… more
- US Bank (Washington, DC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... 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 makes you thrive… more
- Bank of America (Washington, DC)
- …New York, New York; Washington, District of Columbia; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Regions Bank (Washington, DC)
- …The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing solutions through its ... with a bank , brokerage firm, insurance company, pension fund or private equity firm will substitute **Preferences** + Three (3) years of commercial real… more
- Regions Bank (Washington, DC)
- …The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing solutions through its ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… 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 ... influences the OCC's internal operations. Counsels OCC management and OCC client divisions regarding compliance with Enforcement laws, and other applicable laws.… more