- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Treasury Management Officer, Global Transaction Banking - New York...and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas,… more
- Citigroup (New York, NY)
- … to the Private Bank business team. **Responsibilities** + Responsible for all financial management aspects of global Private Bank across its regions in ... Knowledge and experience serving as a key strategic / financial advisor and partner to executive level...and partner to executive level business leaders + Extensive financial management experience, including financial … more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients ... or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- KeyBank (Tarrytown, NY)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer,...a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We… more
- Neuberger Berman (New York, NY)
- …+ 7+ years' of hands on C# development experience, preferably in private wealth , wealth management , or financial services + Well versed in core Microsoft ... play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor ...for greater development efficiency-required. + Understanding of the Private Wealth asset management industry is a plus… more
- M&T Bank (New York, NY)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more