- JPMorgan Chase (New York, NY)
- …business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through collaboration, ... who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions… more
- Scotiabank (New York, NY)
- …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. GBM...and comply with internal processes in accordance with the Bank 's internal policies and procedures. + Assist senior team… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM...seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment … more
- Atria Wealth Solutions (Corning, NY)
- …Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. ... objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes...experience in the financial services industry, preferably in a bank or credit union + Excellent communications skills, both… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active...hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in… more
- JPMorgan Chase (New York, NY)
- …Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- 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, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Citigroup (New York, NY)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- 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...negotiations, to mitigate the risk of losses to the Bank . + Manage the agency function for accounts where… more
- 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...focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge + Collaborate with GBM… more