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Private Client Banker Associate Jobs in New York

Private Banker - Director
By Deutsche Bank At , New York
We offer competitive health and wellness benefits, empowering you to value life in and out of the office
Drive and motivation to meet targets coupled with very good sales and negotiation skills
Expansive knowledge of regional and local financial markets
Retirement Savings Plans, Parental Leave, and other family-friendly programs
On-site cafeteria, health center, and communal meeting areas
Active engagement with the local community through Deutsche Bank’s specialized employee groups
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , New York, Ny $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
Citi Private Bank - Hnw Banker - Svp
By Citi At New York, NY, United States
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Private Client Sales Operations Coordinator
By Moët Hennessy USA At , New York, 10011, Ny $37.36 - $38.46 an hour
Partner with Marketing Manager on new item launch processes & flow of communication from Maison to field
Assist finance and marketing with creating monthly budget reports (T&E and A&P) and budget phasing and LE landings
Analyze product purchases and client baskets to suggest potential exclusive offers
Partner with HQ sales and marketing teams to understand forecasts and PCS exclusive commercial strategies and apply data to order planning
Responsible for daily monitoring of DTC marketplace to ensure accurate product availability
Ensure white glove delivery service of Uber Pieces and work with HQ marketing on luxury delivery rituals
International Private Bank- Banker Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $150,000 - $160,000 a year
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Three plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Investment Banker - Analyst - Associate
By Deutsche Bank At New York, NY, United States
Experience working with senior level management maintaining confidentiality
Relevant Investment Banking experience and robust knowledge of all IB products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative
Associate, Private Client Group
By Yieldstreet At New York, United States
Deliver investor education to maximize investor understanding of Yieldstreet’s
Develop high value relationships with investor-first oriented education and amazing
Sales and/or client facing presentation skills
Meticulous white-glove service experience and demonstrated investor-first orientation
Experience meeting and exceeding metrics driven performance indicators
Strong interpersonal and relationship building skills, ability to interact with and grow a
Investment Banker (Analyst – Associate)
By Deutsche Bank At New York, NY, United States
Experience working with senior level management maintaining confidentiality
Relevant Investment Banking experience and robust knowledge of all IB products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative

Are you looking for a rewarding career in private banking? Join our team as a Private Client Banker Associate and help our clients reach their financial goals! With our competitive salary and benefits package, you'll have the opportunity to make a difference in the lives of our clients.

Private Client Banker Associate Job Skills:

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills
• Ability to manage multiple tasks and prioritize workload
• Knowledge of banking regulations and compliance

What is Private Client Banker Associate Job Qualifications?

• Bachelor’s degree in finance, business, or related field
• At least two years of experience in banking or financial services
• Series 6 or 7 license
• Series 63 or 66 license
• State banking license

What is Private Client Banker Associate Job Knowledge?

• Knowledge of banking products and services
• Understanding of banking regulations and compliance
• Knowledge of financial markets and investments
• Understanding of customer service principles

What is Private Client Banker Associate Job Experience?

• At least two years of experience in banking or financial services
• Experience in customer service
• Experience in sales and marketing

What is Private Client Banker Associate Job Responsibilities?

• Develop and maintain relationships with clients
• Provide advice and guidance on banking products and services
• Process customer transactions
• Monitor customer