- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... & Markets provides a full range of investment banking , credit and risk management products and...include debt and equity financing, mergers & acquisitions, corporate banking , institutional equity sales , trading and research,… more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking...skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills… more
- Bank of America (Melville, NY)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking , Foreign Exchange, and Wealth Management and facilitates ... Senior Relationship Manager Business Banking - Long Island, NY Melville, New York **Job...+ Acquires, deepens, and maintains profitable client relationships through sales , prospecting and enhancing existing relationships + Understands and… more
- Citizens (Albany, NY)
- …deliver comprehensive solutions in areas such as credit, liquidity, interest rate management , treasury solutions, and Wealth Management . Primary ... a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million to fifty million in annual revenue. +… more
- KeyBank (New York, NY)
- …in Insurance Investment Banking . Open to insurance services, agency & brokerage, wealth advisory, asset management or specialty finance. + Series SIE, 7/79, ... these relationships + Possess superior M&A execution capabilities with excellent client management and presentation skills, with an ability to source and win new… more
- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... and high-performing culture. **Title** : **Associate, Corporate Equity Derivative Sales /Origination - New York, NY** **Global Banking ... & Markets provides a full range of investment banking , credit and risk management products and… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking , securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted partner ... for Citi's Digital Commerce franchise **.** Partnering with Corporate Banking and other coverage teams around the world, the...into actual sales revenue. + Meeting all Sales Management goals tied to pipeline … more
- TD Bank (Nanuet, NY)
- …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written...interacting with retail and small business banking clients + Consultative sales experience required… more
- TD Bank (Brooklyn, NY)
- …to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year… more
- HSBC (Buffalo, NY)
- …through focused outbound calling activities utilizing a leads-based approach to client management + Identify opportunities utilizing a structured sales process ... share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also engage...also be required to provide regulatory expertise and risk management assistance to avoid client exits. The main responsibility… more