- City National Bank (New York, NY)
- *The Opportunity* City National Rochdale, a specialized high - net - worth investment manager , is looking for a self-motivated marketing professional to ... support event planning and execution. We are currently seeking a Marketing Contractor to support our Event Planning Team by managing tactical marketing tasks that ensure seamless execution of our field marketing initiatives. The Marketing Contractor will… more
- Wells Fargo (Little Neck, NY)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager will:** + **Ensure ongoing compliance with the Investment Company Act of… more
- Neuberger Berman (New York, NY)
- …+ Solid understanding of traditional asset classes and the nuances of institutional, High - Net - Worth , Wealth Management, or Retail industries. + Experience ... We are seeking a proactive, hands-on Project Manager /Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the… more
- KeyBank (Tarrytown, NY)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the… more
- Citigroup (Brooklyn, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (Queens, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
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