- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- ISMG - Information Security Media Group (New York, NY)
- …education, and professional advisory services. We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) , a pioneering consultative practice designed to ... most complex cybersecurity leadership challenges. About the Opportunity CXO Advisor is seeking a Strategic Sales Executive to drive...is seeking a Strategic Sales Executive to drive new client acquisition. This is a foundational sales role with… more
- Truist (New York, NY)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Raymond James Financial, Inc. (New York, NY)
- …a major airport hub.** We are looking for a highly organized, client -centric Strategic Transitions Manager to deliver a premium onboarding experience for Financial ... a fast-paced environment. + Seasoned skilled individual with operational expertise, client engagement, and emotional intelligence. + Excellent verbal and written… more
- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the… 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
- The Salvation Army (Syracuse, NY)
- Overview Neighborhood Advisor , Case Management Full-Time, Hourly, Non-Exempt with Health Benefit Package 749 South Warren Street, The Salvation Army of the Syracuse ... Day Program for Senior Services Position Overview: The Neighborhood Advisor is tasked with providing Outreach case management and...supervisor and local funding agency as required. + Enter client data and case notes as required by funder.… more
- KeyBank (Cohoes, NY)
- …including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage ... Services Sales Force in achieving sales goals, customer service, business growth and client retention. This person will serve as a proactive member of the Key… more
- JPMorgan Chase (Brooklyn, NY)
- …In-depth product knowledge of Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills + ... revenue-generating optimization initiatives. Job Responsibilities + Develop and execute client expansion and retention strategies proactively. + Focus on overall… more
- Bank of America (New York, NY)
- …and by supporting the flawless delivery of these solutions through a high-touch advisor / client experience. The primary mission of the Credit Product Specialist ... Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans,...Relationship Building * Active Listening * Analytical Thinking * Client Management * Customer and Client Focus… more