- JPMorgan Chase (Washington, DC)
- …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
- 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 families ... good standing under the Safe Act. What you will do * Develop new relationships externally through referrals from clients and Center of Influences, personal community… 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 (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
- CIBC (Washington, DC)
- …will set the tone and pace of the market by directly participating in new client acquisition and retention, identifying new business development ... of experienced private banking advisors, market managers, private bankers and associates to drive client ...and repeatable activities. + Lead by example by identifying new and deepening existing client relationships; explore… more
- Capital One (Mclean, VA)
- …models and evaluations of the viability and profitability of the opportunity + Attend client meetings and calls with senior banker , as appropriate + Work with ... of industry-focused professionals; it is part of Capital One Bank , NA, a top-10 bank in the...client calling program targeting healthcare sub-sectors to generate new loan, capital markets and ancillary revenue opportunities Key… 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
- Citigroup (Washington, DC)
- …Citigroup can bring to the new clients and the community._ + _Position the Citigroup Private Bank as the provider of choice for top law firms in the West._ + ... skills_ + _Change agent/Flexible_ + _Hardworking/Conscientious_ **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time… 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
- American Bankers Association (Washington, DC)
- …across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the value proposition of ... wealth management business objectives. **Key Responsibilities:** + Develop analysis on new market opportunities within OME's Wealth Management training business and… more
- Office of the Comptroller of the Currency (Washington, DC)
- …here for important information about OCC ethics standards, such as the requirement that new hires divest their bank securities. Qualifications You must meet the ... retirement, dental, vision, and Flex Fund. Research and analyze client issues and problems and recommend workable solutions and...experience may have been gained in the public sector, private sector, or through volunteer service. One year of… more
- Huron Consulting Group (Washington, DC)
- …and deliver technology solutions that deliver results and seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend ... + Experience creating consolidated financial statements for public and private companies + Experience with foreign currency translation and...travel up to 50% as needed to work with client or other internal project teams The estimated base… more
- SolomonEdwards (Annapolis, MD)
- …talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards. Position Summary: Our ... commercial banking client serves the most innovative companies in the world...interest. * Create communications for daily, quarterly, and annual Private Side Associate monitoring or any required update announcements.… more
- Robert Half Finance & Accounting (Washington, DC)
- Description Our client , a rapidly growing and successful real estate development and investment firm is searching for their new Property Accountant. This role ... and property management industry is based in Washington, DC. Responsibilities for this new Property Accountant role will include: * Ensuring the accurate and timely… more
- Truist (Annapolis, MD)
- …Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. Knowledge of Operational Procedures and ... process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project… more