- City National Bank (Melville, NY)
- …personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and ... the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an...on clients. * Personal & Business Financials - review financial statements to fully understand a client 's… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...specific client segments. + Keep abreast of financial industry developments and current global market… more
- JPMorgan Chase (New York, NY)
- …interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required ... Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... position where you will lead the charge in analyzing client performance, preparing impactful business reviews, and coordinating key...within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,… more
- JPMorgan Chase (New York, NY)
- …investment product offering and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively ... areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will...Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus… more
- JPMorgan Chase (New York, NY)
- …+ Develop detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front...process improvement is a plus Chase is a leading financial services firm, helping nearly half of America's households… more
- JPMorgan Chase (New York, NY)
- …Provide comprehensive guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and ... & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best… more
- CBRE (New York, NY)
- …United States of America, Stamford - Connecticut - United States of America Global Workplace Solutions (GWS) - Local is a hard services-led, tailored facility ... including financials, solutioning, development of win strategy, leadership of all client -facing meetings, and contract negotiations. Acts as a thought partner and… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a ... Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk. This… more
- JPMorgan Chase (Pittsford, NY)
- Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be part of a team that makes a real difference every day. As a ... Asset & Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real… more