Citi Private Bank | UHNW Private Banker Citigroup IncCiti Private Bank | UHNW Private BankerGreenwich, CT$200,000–$500,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Citi Private Bank | UHNW Private Banker | Metro NY Citigroup IncCiti Private Bank | UHNW Private Banker | Metro NYNew York, NY$200,000–$500,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
U.S. Private Bank - Private Banker - Brooklyn, NY JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Brooklyn, NYNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Commercial Private Banker III Peapack-gladstone BankCommercial Private Banker IIITeaneck, NJ$168,812–$275,000 / yearThe Commercial Private Banker III - Commercial & Industrial (C&I) serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to deliver customized lending, deposit, Treasury Management, Wealth Management, Trust, and other banking solutions aligned with Peapack Private Bank & Trusts relationship-driven culture. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
Commercial Private Banker III Peapack-Gladstone FinancialCommercial Private Banker IIITeaneck, NJ$168,812–$275,000 / yearThe Commercial Private Banker III - Commercial & Industrial (C&I) serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to deliver customized lending, deposit, Treasury Management, Wealth Management, Trust, and other banking solutions aligned with Peapack Private Bank & Trust's relationship-driven culture. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
Private Client Office Banker Flagstar Bank, N.A.Private Client Office BankerNew York, NYFull timeAbility to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office.
Commercial Private Banker III Peapack Private Bank & TrustCommercial Private Banker IIITeaneck, NJ$168,812–$275,000 / yearPart timeThe Commercial Private Banker III - Commercial & Industrial (C&I) serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to deliver customized lending, deposit, Treasury Management, Wealth Management, Trust, and other banking solutions aligned with Peapack Private Bank & Trust's relationship-driven culture. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
Licensed Private Client Banker Keybank National AssociationLicensed Private Client BankerWhite Plains, NY$25–$38.46 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Private Banker City National BankPrivate BankerNew York, New YorkRemote$127,626–$237,014 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Private Banker Latam (Mexico) Citigroup Inc.Private Banker Latam (Mexico)New York, NY$192,000–$288,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc.Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorNew York, NY$200,000–$300,000 / yearStrategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
Senior Private Banker/Advisor Avior Executive SearchSenior Private Banker/AdvisorJericho, New YorkBachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
U.S. Private Banker - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.U.S. Private Banker - Investment Specialist - Vice PresidentNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerWhite Plains, NY$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
NewU.S. Private Bank - Emerging Fund Banker - Senior Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Emerging Fund Banker - Senior AssociateNew York, NYFull timeYou'll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, banking, and credit to guide clients on all aspects of their balance sheet and showcase the full capabilities of the Private Bank. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Citi Wealth / Private Bank - HNW Banker - C15/Dir Citigroup Inc.Citi Wealth / Private Bank - HNW Banker - C15/DirNew York, NY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)New York, NYThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Private Mortgage Banker SAFE Wells Fargo & CoPrivate Mortgage Banker SAFENew York, NYThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Private Mortgage Banker - SAFE Wells Fargo & CoPrivate Mortgage Banker - SAFENew York, NYThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Private Client Banker - Florham Park Branch - New Jersey Union Essex Market JPMorgan Chase & CoPrivate Client Banker - Florham Park Branch - New Jersey Union Essex MarketFlorham Park, NJBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.