428 Results for

Private Banker Jobs in Trinity, NY

Jobs

New York, NY

$175,000–$203,000 / year

Prior employment must include one (1) year of experience (with a Master’s) OR three (3) years of experience (with a Bachelor’s) with: developing & reviewing financial models including operating models, M&A, DCF or LBO; producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet or Capital IQ; analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports & other public disclosures; performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile of total borrowings and the ability to refinance in the future; executing debt and equity financing (including IPO) transactions, and public & private M&A (buyside and sell-side) transactions; liaising with rating agencies and capital market specialists in connection with the structuring, pricing and distribution of structured notes and asset-backed loans; presenting to senior management and board members on corporate strategy and financing alternatives; and leveraging market data applications and Microsoft Excel to track volumes, workflow, and projects, including utilizing Pivot tables to manage large datasets, and V-lookups to minimize manual processes and efficiently manage risk. Requires: Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a relevant field and one (1) year of experience in the job offered or a related investment banking position OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a relevant field and three (3) years of experience in the job offered or a related investment banking position.

2 days ago

$85,000–$140,000 / year

p>Skills/Abilities:

Strong 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.

16 days ago

New York, NY

Full time

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. 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.

30+ days ago

Greenwich, CT

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. 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.

24 days ago

Greenwich, CT

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.

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.

30+ days ago

Greenwich, CT

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.

30+ days ago

Greenwich, CT

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.

5 days ago

New York, NY

$110,000–$190,000 / year

Strong 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.

18 days ago

Red Bank, NJ

$97,692–$115,000 / year
Part time

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. 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.

30+ days ago

$168,812–$275,000 / year

p>Qualifications:

• 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.

30+ days ago

Red Bank, NJ

$97,692–$115,000 / year

p>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.

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.

30+ days ago

New York, NY

Full time

30+ days ago

Garden City, NY

Full time

30+ days ago

Greenwich, CT

Full time

30+ days ago

New York, NY

Full time

30+ days ago

p>Bachelor 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.

30+ days ago

New York, NY

Full time

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. 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 .

30+ days ago

New York, NY

Full time

30+ days ago

$200,000–$300,000 / year

p>Qualifications:

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.

30+ days ago

$148,495–$174,700 / year

p>Private 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.

30+ days ago

New York, New York

Remote

$127,626–$237,014 / year

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-BD1

#CA-BD1

WHAT IS THE OPPORTUNITY?

Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market.

30+ days ago

$250,000–$500,000 / year

p>Qualifications:

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.

30+ days ago

New York, New York

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If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients.

30+ days ago

New York, NY

They 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.

30+ days ago

Red Bank, New Jersey

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Private Banker Jobs in Trinity, NY

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Private Banker Jobs in Trinity, NY

Associate, Banker - Industry/Country Coverage Goldman Sachs & Co. LLC

Associate Private Banker Morgan Stanley

Commercial Private Banker III (Relationship Manager) Peapack Private Bank & Trust

U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & Co

U.S. Private Bank - Private Banker - Associate JPMorgan Chase & Co

U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & Co

U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & Co

Private Banker Morgan Stanley

Community Private Banker Peapack Private Bank & Trust

Commercial Private Banker III (Relationship Manager) Peapack-gladstone Bank

Community Private Banker Peapack-gladstone Bank

U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.

U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.

U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.

U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.

Private Banker East West Bancorp Inc

International Private Bank- Private Banker- ED- Israel JPMorgan Chase Bank, N.A.

U.S. Private Bank - Private Banker - Brooklyn, NY JPMorgan Chase Bank, N.A.

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup Inc

PWM Private Banker U.S. Bancorp

Private Banker City National Bank

Citi Private Bank: Banker Team Leader - C16, Director Citigroup Inc

PWM Private Banker U.S. Bank

Private Mortgage Banker (SAFE) Wells Fargo & Co

Private Mortgage Banker Wells Fargo Bank

Licensed Private Client Banker KeyCorp

Private Client Banker- Montclair, NJ - NJ Passaic Essex Market JPMorgan Chase & Co

Private Client Banker- Woodland Park, NJ - NJ Passaic Essex Market JPMorgan Chase & Co

Private Client Banker- NJ Waterfront Market JPMorgan Chase & Co

Private Client Banker- Newport Center Branch - Jersey City, NJ - NJ Waterfront Market JPMorgan Chase & Co

Private Client Banker - Westport Main St - Westport, CT JPMorgan Chase & Co

Private Client Banker - Brooklyn Trust - Brooklyn, NY JPMorgan Chase Bank, N.A.

Private Client Banker (Bilingual English and Russian Required) - Kings Highway and E 2nd St - Brooklyn, NY JPMorgan Chase Bank, N.A.

Private Client Banker- NJ Waterfront Market JPMorgan Chase Bank, N.A.

Private Client Banker - Bay Ridge - Brooklyn, NY JPMorgan Chase Bank, N.A.

Private Client Banker- Clifton, NJ, Passaic Essex Market JPMorgan Chase Bank, N.A.

Private Client Banker - Babylon, NY JPMorgan Chase Bank, N.A.

Private Client Banker - Huntington, NY JPMorgan Chase Bank, N.A.

Private Client Banker - Brighton Beach Walk - Brooklyn, NY JPMorgan Chase Bank, N.A.

Private Client Banker - Jay St and Front St - Brooklyn, NY JPMorgan Chase Bank, N.A.

Virtual Private Banking Specialist Morgan Stanley

Virtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NY Morgan Stanley

Private Banking Officer II City National Bank

Private Wealth Analyst City National Bank

Private Bank Office, East Coast Regional Lead Citizens Financial Group Inc

Private Banking Operations Analyst Lenmar Consulting, Inc.

Private Share Lending Transactor- Executive Director Morgan Stanley

Private Bank Treasury Services Product Manager Citizens Financial Group Inc

Investment Banking & Capital Markets - Banker - Media and Telecom Associate Deutsche Bank AG

Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN Northland Securities

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