- Citigroup (New York, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Wells Fargo (New York, NY)
- … investment banking. Wells Fargo is seeking a Principal Commercial Banking Relationship Manager of Healthcare, Higher Education and Non-Profit that will lead ... to high complex and strategic client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial… more
- Citigroup (Huntington, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt ... solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know… more
- Citigroup (Hewlett, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- JPMorgan Chase (Brooklyn, NY)
- …about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a ... partners, and as the primary contact for the client relationship on behalf of Merchant Services + Implement and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial ... opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.… more
- Bank of America (Melville, NY)
- Sr. Relationship Manager - GCB (Middle Market - Long Island/Melville) Melville, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Sr- Relationship - Manager GCB--Middle-Market Long-Island-Melville-\_25030825-1) **Job Description:** At Bank… more
- Principal Financial Group (New York, NY)
- **What You'll Do** As a ** Relationship Manager ** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term relationships ... AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client...of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US… more