NewVP, Investment Banker BofA Securities, Inc.VP, Investment BankerPECK SLIP, NYPrepare materials for clients & participate in client meetings during the course of investment banking deal origination & execution as well as conducting rigorous quantitative financial analysis & qualitative analysis, as well as workflows for clients. bank/bulge bracket investment banking transactions; Executing investment banking transactions & processes in a global firm environment, incl.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - Senior AssociateGreenwich, CTOur 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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentGarden City, NYOur 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.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorGreenwich, CTOur 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.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorNew 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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentGarden City, 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.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateGreenwich, CTFull 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.
International Private Bank- Private Banker- Managing Director- Asia JPMorgan Chase Bank, N.A.International Private Bank- Private Banker- Managing Director- AsiaNew 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.
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing DirectorNew 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.
Citi Private Bank | Uhnw Private Banker | Metro NY Citigroup Inc.Citi 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.
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 - Senior Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Senior AssociateNew York, NYFull timeAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. 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.
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 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.
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.
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.
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.
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.
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.