- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- KeyBank (Albany, NY)
- … client advisor , developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship team to ... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and...banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,… more
- KeyBank (Tarrytown, NY)
- … client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +...Financial Planning and demonstrates the ability to assess client needs. + Ability to prepare and deliver effective… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps...partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible… more
- HUB International (New York, NY)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more