- JPMorgan Chase (New York, NY)
- …building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you. By joining our ... financial markets and macroeconomic trends. + Aspiration to work with clients in relationship building and sales. + Ability to thrive in a fast-paced, collaborative… more
- KeyBank (Albany, NY)
- …investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... with the extended KPB relationship team to execute and advise on the client 's needs. The RM is responsible for serving high net worth clients in their existing… more
- Citigroup (Yorktown Heights, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Bronxville, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- US Bank (New York, NY)
- …**Job Description** This is an exciting VP-level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship ... least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and… more
- Public Consulting Group (Albany, NY)
- …customer service and operations for clients: + initiative planning and ongoing client relationship management. + collaborate with external vendors, external ... projects to meet necessary deadlines. **Required Experience** + Proven success in client relationship management and engagement. + Strong facilitation and… more
- HSBC (New York, NY)
- …hedge funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG ... difficult to analyze and require a high degree of analyst skill to evaluate the relevant risk factors. The...to build effective relationships across various departments - Prime, Client Management, Relationship Management and WMR -… more
- Storyful (New York, NY)
- …+ **Results-Oriented:** **A track record of meeting and exceeding new business and client relationship KPIs.** **Why Join Storyful?** + **Innovation at the ... Relationship Management:** **Nurture and maintain new and long-term client relationships, ensuring continued satisfaction through exceptional communication and a… more
- TD Bank (New York, NY)
- …the financial services industry required **Customer Accountabilities:** + Supports the Relationship Management team in servicing and growing client relationships ... details for this role. **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point person to manage the… more