- JPMorgan Chase (New York, NY)
- …Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP ... Morgan Online and mobile suite + Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and… more
- JPMorgan Chase (New York, NY)
- …Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP ... Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. + Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients. **Required… more
- Conifer Realty LLC (Rochester, NY)
- …Degree in Accounting required. + Experience in housing, affordable housing, construction, banking / lending is helpful. + Excellent, above average Excel skills ... (pivot tables, formulas, v-lookup) required. + Strong MS Office Suite (Word, Excel, PowerPoint, Outlook). Yardi experience desired. Other housing industry software programs helpful. + Flexibility to travel to sites, meetings, conferences, training, others as… more
- JPMorgan Chase (New York, NY)
- …Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP ... Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. + Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients. Required qualifications,… more
- Citigroup (New York, NY)
- …North America. It delivers the full range of wealth products across investments, banking , lending , insurance, trust services and financial planning & advice. ... Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing… more
- SMBC (New York, NY)
- … team members. **Qualifications and Skills** + At least 5 years of investment banking , project finance lending and advisory or similar experience. + Demonstrated ... Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The...SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the… more
- Charles Schwab (Brooklyn, NY)
- …retirement planning, educational planning, investment management, estate planning, active investing, managed banking , and lending needs. To learn more about our ... Financial business development experience (highly preferred) + Knowledge of brokerage/ banking products and services + Strong client relationship building experience… more
- JPMorgan Chase (New York, NY)
- …Bank, you will gain exposure to every facet of wealth management, including investments, lending , banking , and trust and estate planning. No client has identical ... the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our… more
- KeyBank (Buffalo, NY)
- … banking operations and processes, industry trends, emerging issues, and related banking products (eg - lending , deposits, etc.) and ability to understand ... consistency with internal and industry standards as well as current applicable banking rules, regulations, and laws. + Develop and maintain strong, collaborative… more
- M&T Bank (Buffalo, NY)
- …+ Complete most complex data entry updates, analysis and interpretation on existing participated or syndicated loans or all types of Commercial equipment leases ... **Overview:** Processes and supports certain core operational functions within Commercial Loan Participations or Commercial Equipment Leasing, while remaining compliant with Department procedures, Corporate policies, Compliance, Audit and legal requirements.… more