- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a strategic professional... Banker Support **Time Type:** Full time **Primary Location:** New York New York ... clients, with a focus on Investments + Assist the Banker with prospecting - conduct new client/prospect...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** New York New York United States **Primary ... The Investment Associate Lead is a strategic professional who stays...effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part of the Institutional… more
- M&T Bank (New York, NY)
- …their specific compensation. **Location:** New York , New York , United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative ... + Complete new account opening, collect AML (Anti-Money Laundering), BSA ( Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales… more
- Morgan Stanley (Purchase, NY)
- …Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** * New York -Purchase* **Requisition ID:** *3258910* **Other Locations:** *Americas-United ... affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth ( UHNW ) Rule 10b5-1 Specialist under...Management (the liaison between wealth management and MS's investment bank ),. Must quickly develop a full understanding of how… more