- KeyBank (Tarrytown, NY)
- …position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is ... and can articulate the competitive advantages of the Key Private Bank platform and process as a...book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- KeyBank (Albany, NY)
- **Location:** 66 South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Wealth-Client-Associate\_25046916) **Job Description:** Merrill Wealth Management is a leading… more
- M&T Bank (New York, NY)
- …trust , fund administration, and securities services) and wealth management (including private banking, investment advisory, and trust services). Ensure legal ... days every week and it is based in M&T Bank 's NY, NY office.** **Overview:** Provide legal counsel and...a wide range of complex legal matters affecting Wilmington Trust and work with senior leaders from various business… more
- Citigroup (New York, NY)
- …communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the ... client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (New York, NY)
- …communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the ... client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- KeyBank (East Greenbush, NY)
- …needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's ... York 12061 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key… more
- KeyBank (Amherst, NY)
- …Demonstrated in-depth knowledge of wealth management products and services (eg - trust , private banking, securities/investment management) as well trust ... (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...(WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting… more