- M&T Bank (New York, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... base .Promote and sell the full array of financial services distributed by the Company to current and new...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Investment Banking Associate is an intermediate level position...capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial… more
- JPMorgan Chase (New York, NY)
- …Asia, you'll become part of a team committed to delivering comprehensive services to international clients with varied investments and interests. Our nine-week ... for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Santander US (New York, NY)
- Investment Banking Vice President, Consumer & Retail - New York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... innovator in the financial services industry. We believe that our employees are our...driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as ... research and advisory services to clients around the world. #bmocapitalmarkets We are...will partner closely with internal stakeholders across Corporate Banking, Investment Banking, Legal, and Risk to build on our… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination… more
- Raymond James Financial, Inc. (New York, NY)
- …(OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... team environment. + Provide a high level of customer service . + Establish and maintain effective working relationships at...of three (3) years of experience in the financial services industry, compliance, or risk management. ~or~ + Any… more
- M&T Bank (Hauppauge, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... base .Promote and sell the full array of financial services distributed by the Company to current and new...minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a… more
- Citigroup (New York, NY)
- …financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and ... senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are… more
- Citigroup (Smithtown, NY)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... wealth advisory and bank-channel industry, and direct competitors' products and services . The Wealth Regional Director assumes full management responsibility for… more
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