- Wells Fargo (New York, 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)
- …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller ... balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of...production or client support capacity (ie track record of high client satisfaction and retention) required + Securities Licensed:… more
- Bank of America (New York, NY)
- …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... Private Client Manager II New York, New York;Frisco, Texas **To...approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills +… more
- Citigroup (New City, 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 ... 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
- City National Bank (New York, NY)
- …resilience. WHAT WILL YOU DO? * The Entertainment & Sports Banking group serves high - net - worth clients and those families, individuals, and businesses in the ... *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private...internal and external events, and regulatory exams * Exhibit high attention to details in identifying, aggregating, and communicating… more
- Gelfand Rennert & Feldman (Manhattan, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... Position Summary We are seeking a Royalty Audit Manager , Music to join our team of dedicated...of Manhattan on a hybrid basis. The Royalty Audit Manager , Music is responsible for overseeing all aspects of… 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 (Garden City, 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 (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 ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... customers to manage risk. Join us as an Underwriting Manager , Northeast Zone to play your part in that...procedures and techniques. + Marketing and sales experience. + High level negotiations skills. + Good communication and interpersonal… more