- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients.… more
- KeyBank (Tarrytown, NY)
- …open architecture environment. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice… more
- Citigroup (Brooklyn, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Citigroup (Yorktown Heights, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... accountabilities related to management reporting and analysis + Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate… more
- Citigroup (Queens, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Coinbase (Albany, NY)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... superior execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the… more
- New York State Civil Service (Albany, NY)
- …include, but not limited to:* Transform software designs and specifications into high functioning code using full-stack programming languages such as Angular, ECMA ... JavaScript, Microsoft . NET C#, Java, & Node.js;* Collaborate in small project...up to 50 lbs. Some positions are pending Civil Service approval. Details of position(s) will be described further… more
- Neuberger Berman (New York, NY)
- …experience by assisting with the service , maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional with ... contribute to the team's success and client satisfaction. **Responsibilities:** + **Client Service ** : Provide ongoing operational support for the team's client base… more
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