- Bank of America (New York, NY)
- …and client impact. Analytics, Reporting & Governance + Oversee enterprise Client Relationship Management (CRM) and pipeline reporting for referrals, ensuring ... referral networks with measurable revenue outcomes. + Deep understanding of UHNW/HNW client segments, private banking products, and global regulatory frameworks.… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... and prospecting initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers to… more
- City National Bank (New York, NY)
- …plans have been created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing ongoing measurement, tracking, ... *REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales...BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra-High Networth/High Net Worth and… more
- Citigroup (East Meadow, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- Bank of America (New York, NY)
- …strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (New York, NY)
- …7 and 63 certifications required. + Demonstrated experience in fund sourcing, manager relationship management, and investment monitoring. + Strong analytical and ... ("GAIS") platform offers a broad spectrum of investment strategies, including private infrastructure equity and credit, designed to achieve specific client… more
- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time… more
- TD Bank (New York, NY)
- …analysts sitting on trading-style desks adjacent senior bankers to foster learning, client interaction, and relationship building. + Lean deals teams allow ... market positioning and issuance, and investor communication strategies. Our client -first, solutions-oriented, and product agnostic approach drives high quality… more
- PNC (New York, NY)
- …encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market share ... complex transactions like mergers and acquisitions (M&A), corporate restructuring, private equity, capital markets transactions, employee compensation, and litigation.… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...sector. This includes both investment-grade and non-investment-grade public and private corporate borrowers, as well as Commercial Real Estate… more
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