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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

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San Francisco, California

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San Francisco, California

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Harvard University John A. Paulson School of Engineering and Applied Sciences

USA - MA - Allston

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Ameriprise Financial, Inc.

Las Vegas, Nevada

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Barclays

Glasgow, United Kingdom

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Assistant Relationship Manager; Private Banking / Private Wealth Management
Key Responsibilities: Establish and maintain good business relationships with our clients and assist with their inquiries in a professional manner; Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits, and loans) for clients; Act as escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments; Provide administrative support to CROs on client meetings and business trips arrangement and expense reimbursement; Assist with Client On-boarding process.???? Perform ad hoc assignments/duties as assigned.


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