- Scotiabank (New York, NY)
- …Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- JPMorgan Chase (New York, NY)
- …Americas investments marketing effort, working primarily with internal clients ( investment specialists, portfolio managers, research, investment teams, and ... RFPs, RFIs, and client questionnaires. + Collaborate with the Real Estate Americas Investment Specialist team to service existing clients and acquire new business. +… more
- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...+ Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- US Bank (New York, NY)
- …and maintains relationships with numerous sources of new business including investment consultants, investment managers, third party administrators, attorneys, ... and written communication skills - Strong Negotiation skills -Experience working with investment consultants and investment managers. If there's anything we can… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... active account and book reviews to ensure compliance and optimize client investment strategies. + Ensure team members understand their responsibilities and adapt to… more
- TD Bank (Melville, NY)
- …I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, ... will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Amherst, NY)
- …must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or ... management products and services (eg - trust/fiduciary, private banking, securities/ investment management, capital markets), compliance, operations, and risk management… more
- Bloomberg (New York, NY)
- …rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ... a fully integrated buy-side solution that empowers clients to manage investment research efficiently, compliantly, and collaboratively. Leveraging AI and Natural… more
- Truist (New York, NY)
- …**Corporate Overview:** Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (https://www.truist.com/) (NYSE: ... our clients achieve their goals. **Job Description:** Truist Securities' Corporate and Investment Banking Program begins with up to seven weeks of classroom… more