- US Bank (New York, NY)
- …and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact ... expert advice and counsel in the area of affluent wealth banking client relationships by focusing on...experience - Up to three years of experience in Wealth Management private banking or financial services… more
- Deloitte (Rochester, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in ... and/or case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience… more
- Wellington (New York, NY)
- …and growth of a new and exciting strategic initiative providing solutions across public and private assets to the US wealth market. The product coverage team has ... on public/ private funds by creating and maintaining marketing and client materials. + Performing analyses related to portfolio positioning, performance and risk,… more
- Deloitte (Rochester, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience ... AML case investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience in… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients ... investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (eg, Sovereign Wealth Fund,… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... sales enablement function will operate as part of our Client & Product Strategy ("CPS") team which serves as...new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships)… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... and experiences including developing investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices,… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and… more
- Bank of America (New York, NY)
- …for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, ... world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private… more