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Jobs

Private Client Banker - Richmond Ave - Staten Island, NY JPMorgan Chase Bank, N.A.

Private Client Banker - Richmond Ave - Staten Island, NY
Staten Island, NY
  • Full time

Beginning 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.

8 days ago
New

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

Private Client Banker - Orangeburg, NY
Orangeburg, NY
  • Full time

Beginning 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.

6 days ago

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

Private Client Banker- NJ Waterfront Market
Union City, NJ
  • Full time

Beginning 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.

9 days ago
New

Private Client Banker- South Plainfield, NJ - NJ Middlesex Somerset Market JPMorgan Chase Bank, N.A.

Private Client Banker- South Plainfield, NJ - NJ Middlesex Somerset Market
South Plainfield, NJ
  • Full time

Beginning 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.

5 days ago

Private Banker City National Bank

Private Banker
New York, NY
Remote
  • $127,626–$237,014 / year

Partner 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.

17 days ago

Private Client Banker (Bilingual English and Mandarin Preferred) - Syosset, NY JPMorgan Chase Bank, N.A.

Private Client Banker (Bilingual English and Mandarin Preferred) - Syosset, NY
Syosset, NY
  • Full time

As 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.

7 days ago
New

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

Private Client Banker- Woodland Park, NJ, Passaic Essex Market
Woodland Park, NJ
  • Full time

As 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.

6 days ago

Private Banking Officer II City National Bank

Private Banking Officer II
New York, NY
Remote
  • $65,296–$104,304 / year

Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.).

17 days ago

Banker - SAFE Act - Vice President - New York City Citigroup Inc

Banker - SAFE Act - Vice President - New York City
New York, NY
  • $157,040–$235,560 / year

Successful bankers in this role are trusted advisors to the legal community, consistently growing relationships, delivering comprehensive wealth management solutions, and leveraging the full power of Citi to help clients achieve their personal, family, and business financial objectives. This banker will serve as the primary advisor, delivering the full breadth of Citi's wealth management capabilities-including banking, lending, investments, financial planning, and insurance solutions-to help clients build, preserve, and transfer wealth.

30+ days ago
Morgan Stanley logo
New

Private Bank Ultra High Net Worth Lending Transactor - Alternatives - Associate/Analyst Morgan Stanley

Private Bank Ultra High Net Worth Lending Transactor - Alternatives - Associate/Analyst
Purchase, NY
  • $58,000–$115,000 / year

Efficiently manage transaction cycle through final credit approval, documentation, closing and funding of a transaction ensuring timely coordination with Credit Risk Management, Private Bankers and Private Wealth Financial Advisors, Loan Operations, Compliance, Legal and all other parties involved in the specific transaction. 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.

6 days ago

Vice President Associate Banker Safe Act Citigroup Inc.

Vice President Associate Banker Safe Act
New York, NY
  • $142,320–$213,480 / year

Appropriately 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. Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.

30+ days ago

Associate / Vice President, Investment Banking - Private Capital Advisory Guggenheim Partners LLC

Associate / Vice President, Investment Banking - Private Capital Advisory
New York, NY
  • $175,000–$250,000 / year

Associates play an integral role in enhancing client relationships, new business development and transaction execution-providing critical support on all workstreams. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

30+ days ago
Morgan Stanley logo

Private Share Lending Transactor- Executive Director Morgan Stanley

Private Share Lending Transactor- Executive Director
New York, New York
  • $150,000–$250,000 / year

Minimum 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.

9 days ago

Transaction Management Associate (Private Equity Fundraising) - Private Capital Advisory Lazard Inc

Transaction Management Associate (Private Equity Fundraising) - Private Capital Advisory
New York, NY
  • $185,000–$250,000 / year

We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. This person will play an important role as a Transaction Management team member alongside senior bankers supporting deal management activities primarily for North American based clients.

30+ days ago

Investment & Corporate Banking - Debt Private Placements, Vice President Mizuho Securities USA Inc.

Investment & Corporate Banking - Debt Private Placements, Vice President
New York, NY
  • Full time

Lead all aspects of executing 4(a)(2) debt private placement transactions—from idea generation to final execution—including legal structuring, marketing documentation, investor negotiations, and coordination with internal teams. This position plays a critical role in advising clients across corporate and structured finance transactions, including mergers and acquisitions, and works closely with global Banking and Coverage teams.

13 days ago

Investment Banking to Private Equity Analyst Career Launch AI

Investment Banking to Private Equity Analyst
New York, NY
  • $100,000–$150,000

This role is ideal for candidates interested in developing private equity–ready skill sets , including LBO modeling, investment diligence, and portfolio analysis, while gaining exposure to both sell-side and buy-side perspectives. A leading investment bank, private equity firm, or hybrid advisory platform may seek an Investment Banking to Private Equity Analyst to support deal execution, investment analysis, and buy-side transaction processes .

11 days ago

Investment Banking and Capital Markets -Banker-Consumer and Business Services Associate Deutsche Bank AG

Investment Banking and Capital Markets -Banker-Consumer and Business Services Associate
New York, NY
  • $110,000–$225,000 / year

Proven experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, SPACs, investment grade and leveraged finance debt offerings) in the Consumer, Retail and Business Services space. Our offering consists of comprehensive financial advisory and capital-raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms.

30+ days ago

Investment Banking Sr. Analyst / Associate– Debt Private Placements Oppenheimer Holdings Inc

Investment Banking Sr. Analyst / Associate– Debt Private Placements
New York, NY
  • $130,000–$180,000 / year

Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.

30+ days ago

Citi Global Wealth at Work - Associate Banker - Safe Act LO - Assistant Vice President - NYC Citigroup Inc

Citi Global Wealth at Work - Associate Banker - Safe Act LO - Assistant Vice President - NYC
New York, NY
  • $109,120–$163,680 / year

Appropriately 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

30+ days ago

Associate Banker Safe Act LO - C12/Avp For Wealth At Work Citigroup Inc.

Associate Banker Safe Act LO - C12/Avp For Wealth At Work
New York, NY
  • $109,120–$213,480 / year

Appropriately 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

30+ days ago
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