NewAssociate, Banker-Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker-Industry/Country CoverageNew York, NY$175,000–$203,000 / yearRequires: Master’s degree (U.S. or foreign equivalent) or Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) in the job offered or in a related role. Create and analyze financial models, organize and prepare client presentations, help manage transaction processes, and assist in structuring transactions primarily for companies in the Industrials sector.
Associate, Banker - Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker - Industry/Country CoverageNew York, NY$175,000–$225,000 / yearPrior experience must include one (1) year of experience with Master’s degree or three (3) years of experience with Bachelor’s degree with: Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet, or Capital IQ; performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile; analyzing company data, including strategic operating plans, documentation of live transactions, and regulatory filings; executing debt and equity or private M&A (buyside and sell-side) transactions; and Liaising with capital market specialists in connection with the structuring, pricing and distribution of structure. Requires: Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and three (3) years of experience in the job offered or in a related role.
Associate Private Banker Morgan StanleyAssociate Private BankerNew York, New YorkStrong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Commercial Private Banker III (Relationship Manager) Peapack Private Bank & TrustCommercial Private Banker III (Relationship Manager)New York, NYFull timeThere 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. The Private Banker III serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to provide customized lending, deposit, treasury management, and wealth management solutions consistent with Peapack Private Bank & Trust's relationship-driven culture.
Community Private Banker Peapack Private Bank & TrustCommunity Private BankerRed Bank, NJ$97,692–$115,000 / yearPart timeThere 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. Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client client relationships through proactive calling efforts, networking, referrals, and centers of influence.
Private Banker Morgan StanleyPrivate BankerNew York, NY$110,000–$190,000 / yearStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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 - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentGreenwich, 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 - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - 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 - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorGreenwich, 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.
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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentGreenwich, 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.
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.
Commercial Private Banker III (Relationship Manager) Peapack-gladstone BankCommercial Private Banker III (Relationship Manager)Teaneck, NJ$168,812–$275,000 / yearQualifications: • Bachelor's degree required; MBA or other advanced degree preferred • Minimum of 10+ years of experience in commercial banking with a strong focus on C&I relationship management (Upper - Middle Market) • Proven track record of originating, managing, and growing profitable commercial banking relationships • Strong credit analysis, underwriting, and loan structuring expertise • Demonstrated ability to deliver a private banking-style, relationship-based client experience • Established network of referral sources and centers of influence • Experience using CRM tools to manage client relationships, referrals, and business development activities • Excellent interpersonal, communication, and presentation skills • Strong organizational skills with the ability to manage multiple priorities • High level of professionalism, integrity, and accountability. 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.
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.
International Private Bank- Private Banker- ED- Israel JPMorgan Chase Bank, N.A.International Private Bank- Private Banker- ED- IsraelNew 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. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market .
Private Banker East West Bancorp IncPrivate BankerNYBachelor or graduate degree in accounting, finance, business, or management 3+ years' experience in branch banking including corporate/business accounts Ability to handle escalations, cash management services, wire transfers and deposits Ability to recommend and open business new accounts High level client service skills Experience solving customer problems and working with high touch customers Professional communication skills Experience working with a Windows-based computer environment, working knowledge of Microsoft Office. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Community Private Banker Peapack-gladstone BankCommunity Private BankerRed Bank, NJ$97,692–$115,000 / yearThere 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. Key Responsibilities: Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client client relationships through proactive calling efforts, networking, referrals, and centers of influence.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup IncPrivate Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorNew York, NY$200,000–$300,000 / yearQualifications: 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment FINRA Licensed Series 7, 63/ 66 Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
Citi Private Bank: Banker Team Leader - C16, Director Citigroup IncCiti Private Bank: Banker Team Leader - C16, DirectorNY$250,000–$500,000 / yearQualifications: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client teams and transactions Demonated track record in relationship selling Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market Demonates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group: Private Client Coverage Job Family: Private Banker Time Type: Full time Primary Location: New York New York United States Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
PWM Private Banker U.S. BankPWM Private BankerNew York, New YorkPrivate Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)Purchase, 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 Wells Fargo & CoPrivate Mortgage BankerRed Bank, NJThey 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.
PWM Private Banker U.S. BancorpPWM Private BankerGreenwich, CT$148,495–$174,700 / yearPrivate Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Private Banker City National BankPrivate BankerNew York, New YorkRemote$127,626–$237,014 / yearPartner 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 Client Banker- NJ Waterfront Market JPMorgan Chase & CoPrivate Client Banker- NJ Waterfront MarketUnion City, 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. As such, an employment offer for this position is contingent on JPMCs review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Private Client Banker- Woodland Park, NJ - NJ Passaic Essex Market JPMorgan Chase & CoPrivate Client Banker- Woodland Park, NJ - NJ Passaic Essex MarketWoodland Park, NJAs a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Private Client Banker - Roslyn Heights, NY JPMorgan Chase & CoPrivate Client Banker - Roslyn Heights, NYRoslyn Heights, NYBeginning 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.
Private Client Banker - Westport Main St - Westport, CT JPMorgan Chase & CoPrivate Client Banker - Westport Main St - Westport, CTWestport, CTBeginning 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.
Private Client Banker - Babylon, NY JPMorgan Chase & CoPrivate Client Banker - Babylon, NYBabylon, NYBeginning 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.
Private Client Banker- Newport Center Branch - Jersey City, NJ - NJ Waterfront Market JPMorgan Chase & CoPrivate Client Banker- Newport Center Branch - Jersey City, NJ - NJ Waterfront MarketJersey City, 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.
Private Client Banker - Huntington, NY JPMorgan Chase & CoPrivate Client Banker - Huntington, NYHuntington, NYBeginning 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.
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.
Private Client Banker - Brighton Beach Walk - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Brighton Beach Walk - Brooklyn, NYBrooklyn, NYFull timeBeginning 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.
Private Client Banker - Huntington, NY JPMorgan Chase Bank, N.A.Private Client Banker - Huntington, NYHuntington, NYFull timeBeginning 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.
Private Client Banker- NJ Waterfront Market JPMorgan Chase Bank, N.A.Private Client Banker- NJ Waterfront MarketUnion City, NJFull timeBeginning 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.
Private Client Banker - Jay St and Front St - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Jay St and Front St - Brooklyn, NYBrooklyn, NYFull timeBeginning 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.
Private Client Banker - Brooklyn Trust - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Brooklyn Trust - Brooklyn, NYBrooklyn, NYFull timeBeginning 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.
Private Client Banker - Babylon, NY JPMorgan Chase Bank, N.A.Private Client Banker - Babylon, NYBabylon, NYFull timeBeginning 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.
Private Client Banker - Bay Ridge - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker - Bay Ridge - Brooklyn, NYBrooklyn, NYFull timeBeginning 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.
Private Client Banker (Bilingual English and Russian Required) - Kings Highway and E 2nd St - Brooklyn, NY JPMorgan Chase Bank, N.A.Private Client Banker (Bilingual English and Russian Required) - Kings Highway and E 2nd St - Brooklyn, NYBrooklyn, NYFull timeBeginning 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.
Private Client Banker- Clifton, NJ, Passaic Essex Market JPMorgan Chase Bank, N.A.Private Client Banker- Clifton, NJ, Passaic Essex MarketClifton, NJFull timeBeginning 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.
Virtual Private Banking Specialist Morgan StanleyVirtual Private Banking SpecialistPurchase, New YorkStrong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Virtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NY Morgan StanleyVirtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NYPurchase, NY$58,000–$115,000 / yearSkills/Abilities: Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Bank Office, East Coast Regional Lead Citizens Financial Group IncPrivate Bank Office, East Coast Regional LeadNew York, NY$174,000–$235,000 / yearYou'll build strong partnerships with Business Bankers/Relationship Managers/Partner Leaders and help develop client strategies to win business across all business lines. The ideal candidate will be responsible for overseeing and managing our private banking offices across the region over key markets such as New England, NYC, Greater Philly and FL and beyond as we grow our platform.
Private Banking Officer II City National BankPrivate Banking Officer IINew York, NYRemote$65,296–$104,304 / yearProvides day-to-day servicing for Private Banking clients relieving Client Managers andor Private Bankers from performing account specific operational responsibility. Respond timely and accurately to inquiries from the Banks Financial Intelligence Unit KYCAML andor other Support Units regarding client transactions and account activity.
Private Wealth Analyst City National BankPrivate Wealth AnalystNew York, New YorkRemote$87,027–$138,965 / yearPrivate Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
Private Share Lending Transactor- Executive Director Morgan StanleyPrivate Share Lending Transactor- Executive DirectorNew York, New YorkMinimum 8–10 years of relevant experience in private bank lending, alternative asset lending, structured finance, or investment banking with a focus on complex lending transactions and/or capital markets distribution (experience with private share lending, employee liquidity programs, or similar products strongly preferred). The Executive Director Transactor will serve as the central coordinator across Issuers (corporate clients), internal Morgan Stanley teams, and third-party funding sources (including hedge funds and private equity firms) to arrange participation and syndication structures.
Private Bank Treasury Services Product Manager Citizens Financial Group IncPrivate Bank Treasury Services Product ManagerNew York, NY$128,000–$145,000 / yearManage and optimize the pricing strategy for fees and partner with cross-functional teams to implement changes · Help envision future solutions and benefits and partner with cross-functional teams to execute · Engage with colleagues, devising solutions which successfully optimizes their clients' working capital · Further refine the engagement model with Commercial with an aim to drive efficiencies and gain historical knowledge from experts · Fully define and ratify the exception process, owning the end to end experience and monitoring adherence · Assist with go-to-market strategies including but not limited to marketing collateral, internal training and job aids, operationalizing new benefits/solutions, etc. Qualifications, Education, Certifications and/or Other Professional Credentials · Proven experience and expertise within Commercial Banking, Treasury and Payments · Ability to partner effectively with cross-functional partners/LOBs, Division Leaders and Executive Leadership · Strong communication, relationship-building and influencing skills · Ability to align goals and sales activities · Foster a culture of innovation, accountability, and collaboration · Promote cross-functional integration and knowledge sharing across the broader organization.
Field Marketing Specialist, Commercial & Private Banking Flagstar Bank NAField Marketing Specialist, Commercial & Private BankingNY$65,826.75–$106,606 / yearp>The Field Marketing Specialist, Commercial & Private Banking supports the execution of field marketing programs, events, and banker-facing initiatives across the Commercial Banking, Private Banking, and Wealth Management businesses. The Field Marketing Specialist partners with marketing team members, vendors, and business stakeholders to support seamless program delivery and contribute to a positive and consistent market presence.