- 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 ... range of non-investment grade financing transactions. Responsible for preparing client presentations and financial modeling. Work closely with the Analysts/Associate… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... the company + Foster positive relationships with external counsel, client legal departments or other similar third parties, to...New Jersey preferred) + 2-4 years of experience in private practice at a large law firm (significant relevant… more
- HSBC (New York, NY)
- …investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus ... strong narrative for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market outlook with… more
- JPMorgan Chase (New York, 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 ... responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising and… 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 ... expense reports for approval and payment, ensuring timely completion and proper client coding. + Prepares and submits invoices to Accounts Payable for processing.… 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...bring in new clients to the Bank, deepen existing client relationships and improve client experience +… more
- Wells Fargo (Plainview, NY)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Wells Fargo (Yonkers, NY)
- …experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully ... banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services,… more