- US Bank (New York, NY)
- …what you excel at-all from Day One. **Job Description** This role within the Institutional Advisory Group (IAG) is primarily responsible for all sales activities ... equivalent experience - Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business… more
- HSBC (New York, NY)
- …product range and in line with the IPG strategy + Combine the client relationship management with strong risk assessment and management capabilities ensuring ... Associate, Institutional Portfolio Group Brand: HSBC Area...investors. The successful Associate will oversee a portfolio of institutional clients across the industry sectors and relationship… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... The Relationship Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the… more
- Wells Fargo (New York, NY)
- …and growing relationships with a broad portfolio of US-based subsidiaries of a diverse group of non-US based companies. The Relationship Manager will work in ... client retention efforts + Partner with mid-level bankers providing guidance on relationship management and client coverage efforts + Provide coaching and… more
- Citigroup (New York, NY)
- …level of service to key clients both reactively and proactively. **Job Family Group :** Institutional Sales **Job Family:** Investor Sales **Time Type:** Full ... The Managing Director - Relationship Manager will partner with the Head of...levels of collaboration with Asset Managers on advisor and end- client marketing and product fundraising commensurate with Manager evaluation… more
- SMBC (New York, NY)
- …presentation of client materials (presentations, proposals, etc.). + Maintain client relationship , cultivate clients' banking needs and promote banking ... to its corporate, institutional , and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The … more
- Wellington (New York, NY)
- …contact to facilitate and coordinate communication between the sales team and the Funds Group , coordination of client account openings and closings, client ... markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of… more
- Citigroup (New York, NY)
- …levels ( Group , Bank, commercial market and EIB) + Oversee the credit relationship of the client , coordinating and supervising the entire process, ensuring ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Commercial and Business Sales **Job Family:** Relationship … more
- BMO Financial Group (New York, NY)
- …+ Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios. _The salary range for this role is ... execution of strategic initiatives to grow TPS within the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in… more
- JPMorgan Chase (New York, NY)
- …building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the ... Bank in its Middle Market Banking and Specialized Industries group . In this role you will be the focal...this role you will be the focal point of client acquisition and ongoing relationships with the world's most… more
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