- City National Bank (New York, NY)
- …Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of ... II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or...appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager… more
- Citizens (New York, NY)
- … Private Bank - Private Equity Lending Associate supports the Relationship Manager with their loan portfolio with extraordinary care and service. Based ... ensuring a high level of quality control from initial client contact through the closing process. The Private...of a team. Primary Responsibilities + Works closely with Relationship Manager and client to… more
- Neuberger Berman (New York, NY)
- …liaising with wealth advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Aflac (New York, NY)
- …and external managers to address and resolve issues. . Assist primary relationship manager with external service providers and/or external managers involved ... AVP, Private Assets Operations - Private Credit...proactively work on solutions with minimal supervision + Strong client facing, interpersonal and communication skills (written and verbal)… more
- Citigroup (Bronxville, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
- PNC (New York, NY)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Treasury Management organization, you will be ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- Citigroup (New York, NY)
- …+ CFA, MBA degree or other advanced degree a plus **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full ... practices, and industry products/services. **Responsibilities:** + This position is a producing- manager role that will involve covering select clients directly in a… more
- Bank of America (Syracuse, NY)
- Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services - (Buffalo, Rochester, Albany, Syracuse) Buffalo, New York;Syracuse, New York ... America's Dealer Financial Services (DFS) is seeking a Sr. Relationship Manager to join our team. Dealer...part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to… more
- HSBC (New York, NY)
- …to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client relationship management with strong risk ... planet we all share. As a High Net Worth Relationship (HNW) Manager , you will acquire maintain,...role owner will be an exceptional team player and client focused individual. This individual will establish new relationships… more