- JPMorgan Chase (New York, NY)
- …managing investment and non-investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... the business + Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking , investment and insurance products… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our..., law firms and attorneys. From investment strategy, to banking , to lending and cash management we… more
- Bank of America (New York, NY)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship-Manager\_25035783-2) **Job Description:** Merrill Wealth Management… more
- BankOnBuffalo (Buffalo, NY)
- …years' worth of wisdom in banking , financial services preferred. Prior sales and new business development experience required. Management and recruiting of ... to achieve excellent results by demonstrating: + Leadership- Be the Wealth Management Leader by driving business for your division + Integrity- Demonstrate… more
- JPMorgan Chase (New York, NY)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the US Private Bank, you will..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Citigroup (New York, NY)
- …**Responsibilities:** + Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth ... partnership introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI ( Banking ). This individual will be a… more
- Pioneer Bank (Hudson, NY)
- …Operations Coordinator will be responsible for general office operations as well as providing sales assistance for the Wealth Management team through a ... Functions: + Responsible for processing client paperwork received from Wealth Management personnel, as well as items...required. + Minimum of two years' experience in a banking , finance or relationship management role required.… more
- Tompkins Community Bank (Mount Kisco, NY)
- …leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... as a key advisor and team collaborator, integrating investment, banking , trust, and insurance professionals to deliver holistic client...+ Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship … more