- Bank of America (New York, NY)
- …of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and introduction ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...is initiated by the Private Bank and referred to the MAG Team for partnership… more
- Bank of America (New York, NY)
- …Business Development, Wealth Planning, Investment Management or Relationship Management. The Private Wealth Management Associate provides quality client service ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (New York, NY)
- …and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (New York, NY)
- …by being active in the community and maintaining positive relationships within the Bank . Create and maintains effective relationships with Private Banking team, ... created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing...National for prospects/clients. Lead partnering to "deliver the full bank ". * Meet with prospects and clients to gain… more