- Citizens (Middletown, NY)
- Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial ... Advisors (PCFAs) conduct thorough discoveries to understand a client 's short- and long-term goals, then construct a tailored...your CV below. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- FleishmanHillard (New York, NY)
- **Overview** As a group strategy director, you will lead and inspire teams to develop innovative strategies that lead to world-bending concepts and ideas. You play a ... growth needs of the agency. You are a trusted advisor with key senior clients, strategy lead for accounts...Bend the World work. + Proactively act as a client steward and brand guardian, sounding the alarm when… more
- HSBC (New York, NY)
- …and Regional Institutional Client strategy, as well as that of CIB and the group + Work with teams to implement client plans and strategies that further the ... this needs to be done in alignment with wider Group strategy and within constraints of other targets including...developing coverage bankers to maximize performance and positively impact client outcomes + Be recognised as an industry expert… more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and...to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group . Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40… more
- HSBC (New York, NY)
- …Corporate Sustainability member of the Sustainable Finance Forum, Climate Risk Working Group and other relevant internal governance + Be the expert on ... staying alert to global and local trends, issues and campaigns and report emerging client opportunity areas and risks that may impact HSBC and its customers, and… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Citizens (Brooklyn, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
