- Citigroup (Chicago, IL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Neuberger Berman (Chicago, IL)
- …Shanghai). We provide clients best-in-class capabilities across the global fixed income investment universe, public and private markets. For more information ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices… more
- KeyBank (Chicago, IL)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... Monroe Street - Chicago, Illinois 60606 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist… more
- Citigroup (Chicago, IL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to Cit Private Bank clients with guidance ... The Client Service Intermediate Analyst is a developing professional role. Deals with...with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and… more