- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... and secondary Leveraged Loans, High Yield Bonds, and in some cases, Private Placement and Investment Grade securities to Scotiabank's investing clients. This role… more
- JPMorgan Chase (New York, NY)
- …You will be instrumental in shaping our product roadmap, driving innovation within Private Wealth offerings, and conducting competitive landscaping to ensure our ... drive competitive intelligence, foster product innovation, and collaborate across investment and client teams to deliver solutions that meet evolving client … more
- S&P Global (New York, NY)
- …annual revenue, fostering a collaborative culture that values partnership, innovation, and client success. We embody S&P's core values of Discovery, Partnership, and ... and strategic partnerships + Conduct consultative sales conversations to diagnose client requirements and design tailored solutions that address specific business… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... banking and the capital markets. While significant focus will be put towards client facing activities and deliverables, the role also ensures all activities comply… more
- JPMorgan Chase (New York, NY)
- …focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management- Private Bank, you will need to work well in a team environment, ... Become an integral part of the Asset & Wealth Management team where you will have the...editing spreadsheets and presentations, including printing and binding, for client meetings **Required qualifications, capabilities, and skills** + At… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... to identify accounting principle differences (ie IFRS vs US GAAP and/or private vs. public company accounting elections), tracking basis differences and step-ups… more
- JPMorgan Chase (Fishkill, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... require tight deadlines. + Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. +… more
- City National Bank (New York, NY)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... identify the ideal solution (vendor and/or internal), pricing strategies, client behavior etc. + Perform market research to understand...bringing in new clients to the Bank, deepen existing client relationships and improve client experience +… more