- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... meetings alongside Directors and Managing Directors. + Over time, assume management of all client relationship activities on a select portfolio of accounts. +… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... a full range of investment banking, credit and risk management products and services relevant to the financing and...Do + Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... and quarterly reviews + Provide day to day account management support for a number of client ...account management support for a number of client relationships and ensure credit files, agreements, and security… more
- BlackRock (New York, NY)
- …iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management , advisory and ... and executive management at leading insurance companies, pension plans, sovereign wealth funds and investment firms. + Exposure to senior leaders in the FIG,… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... + Develop and lead a global strategy for RFP management aligned with the bank's client strategy and retention objectives. + Lead a cross-functional global… more
- HSBC (New York, NY)
- …investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a ... all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the US equity portfolios in the proposition, including delivering strong… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... access to the appropriate Data Analysis and Reporting tools, leveraging our Client Relationship Management systems (Salesforce/C360) and in close coordination… more
- JPMorgan Chase (New York, NY)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... relationships and providing financial advice with a focus on client experience and risk management while deepening...a focus on client experience and risk management while deepening existing relationships and leveraging referrals to… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... technology requirements and catering and assist with document preparation for management and team meetingsKeep client databases (Salesforce) up-to date… more
- S&P Global (New York, NY)
- …+ Bachelor's degree or equivalent experience. + 2+ years of experience in Account Management , Client Success, or a related customer-facing role with a proven ... you will be joining a dynamic and collaborative team dedicated to driving client success. Our team is composed of experienced professionals who are passionate about… more