- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- UMB Bank (Albany, NY)
- **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... effective client meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- US Bank (New York, NY)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- JPMorgan Chase (New York, NY)
- …and vision will be instrumental in crafting solutions that simplify complex financial journeys, strengthen client - advisor relationships, and deliver ... strategy, design, and delivery of the authenticated digital experience for US private banking clients, distilling complex financial challenges into simple,… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To...in client materials and follows up on all client and Financial Advisor (FA) requests + ... 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… more
- Steer (New York, NY)
- …driving strategic growth, delivering complex projects, and fostering long-term client relationships within the infrastructure sector. Key Responsibilities Driving ... colleagues to deliver high-quality, timely, and cost-effective outcomes. + Client Advisory: Translate technical findings into actionable insights for investors… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Raymond James Financial, Inc. (New York, NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation… more