- Scotiabank (New York, NY)
- …alongside Directors and Managing Directors. + Over time, assume management of all client relationship activities on a select portfolio of accounts. + Assist ... as well as preparing pre-meeting analysis, marketing materials, post-meeting analysis and client follow up within the Consumer, Industrial and Retail sectors. The… more
- Citigroup (New York, NY)
- … and trade-specific risk across EqD, FDC, Cash, and FIPB. + ** Portfolio Monitoring:** Monitor client and proprietary portfolios, including greeks, factor ... sensitivities, and stress output for all supported product lines. Communicate key findings to management and other stakeholders as necessary. + **Risk Analysis & Reporting:** Perform routine daily and weekly analysis as well as ad-hoc risk analysis. Ensure… more
- JPMorgan Chase (Brooklyn, NY)
- …satisfaction and profitability objectives. + Lead solution development efforts within the portfolio to best address client needs, while coordinating the ... team! As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank Commercial Card clients, each with annual spend… more
- S&P Global (New York, NY)
- …with Sustainable Finance colleagues to uncover opportunities within the infrastructure portfolio . + Provide high-touch client service to the intermediary ... **Objective:** Seeking a proven and experienced individual to expand our portfolio of infrastructure/project finance business. In addition, manage and develop… more
- TD Bank (Brooklyn, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- TD Bank (West Babylon, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- TD Bank (Brooklyn, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- Insight Global (New York, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- CBRE (New York, NY)
- …investors. Each team works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing strategy, delivering ... www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the ** Client Care Director** willbe responsible for client service and… more
- American Express (New York, NY)
- …of American Express' US merchant relationships within the US B2B Product, Acquisition, Client Management & Enablement (B2B PACE) portfolio . The Senior Manager is ... impact of pricing decisions. + Build relationships with partners in the Client Management organization that drive team accountability and achieve stated priorities.… more