- KeyBank (Amherst, NY)
- …strong focus on risks and controls. + Functional knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... this role assist in the design and execution of wealth management testing and continuous monitoring to... management related (eg - trust/fiduciary, asset management , private banking, securities, etc.) compliance, risk… more
- JPMorgan Chase (New York, NY)
- …hospitality or concierge services aimed at ultra-high-net-worth clients + Experience in event management + Familiarity with wealth management or banking ... **J** **ob Description** We are seeking a dynamic and motivated **Family Wealth Services Program Manager** to join our Family Wealth Services team at JPMorgan… more
- JPMorgan Chase (New York, NY)
- …on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of ... Real Estate Americas is part of JP Morgan Private Markets in Asset Management . With...JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth … more
- KeyBank (Amherst, NY)
- … experience preferred. + Demonstrated in-depth knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...in each of the following: o Marketing and selling Private Wealth credit solutions with a goal… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management & Investment Solutions (WMIS) is a global wealth… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...all three client segments including Citi Private Bank, Wealth at Work, Citi … more
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management ...own job and the business. The position supports all Wealth Private Bankers whose clients and prospects ... who closely follows the latest trends in the Asset Management industry (traditional, alternative and hybrid asset managers) and...Asset Manager Industry, an expansion market in the Global Wealth business. This individual will be a subject matter… more
- JPMorgan Chase (New York, NY)
- …Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing ... investment and non-investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, Chief… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to… more