- JPMorgan Chase (Rochester, NY)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- JPMorgan Chase (New York, NY)
- …Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory ... dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve their… more
- Bank of America (New York, NY)
- Attorney - Consumer Banking & Wealth Mgmt Charlotte, North Carolina;Atlanta, Georgia; Jacksonville, Florida; Dallas, Texas; Boston, Massachusetts; Providence, Rhode ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Attorney-II Consumer-Banking Wealth -Mgmt\_25026883-2) **Job Description:** At Bank of America, we are… 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 ... paid and organic social media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep understanding of the … more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time ... will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening… more
- JPMorgan Chase (New York, NY)
- …respected by external professional advisor community. * Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Hewlett, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** ... to work collaboratively with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication… more