- JPMorgan Chase (New York, NY)
- …limited to market strategy, equity, and alternative investment teams to conduct research and analysis , develop products and respond to client needs as part of a ... tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you....Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain… more
- Santander US (Queens, NY)
- …Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Whitestone, NY Country: United States...client relationships and provide sales leadership to internal business partners regarding investment and insurance products. **What You… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... of the principals, income beneficiaries, and remaindermen. Reviews and confirms analysis of documents for direction; evaluates accounts for completeness and… more
- Bank of America (Flushing, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Greater Queens NY Market Jamaica, New...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- HSBC (Buffalo, NY)
- …investors, our communities and the planet we all share. Welcome Care Advisor will deliver outstanding quality advice, consultation and coordination of international ... quality, care, and ownership over all aspects of international client inquiries through direct customer sales and contact to...every time they contact us. As our Welcome Care Advisor you will: + Provide high quality service to… more
- M&T Bank (Hauppauge, NY)
- …the financial planning process. Prioritize short term and long term needs of the client based on the analysis . + Responsible for leading the development of ... and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions... owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring… more
- BMO Financial Group (New York, NY)
- …Market's existing sponsor fund clients and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the ... platform to better align with the Bank's broader goals for this important client base. **Key Responsibilities:** + Revenue generation through delivery of FX and/or… more
- Citigroup (New York, NY)
- …are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions… more
- Bank of America (New York, NY)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… more
- Deloitte (New York, NY)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more