- JPMorgan Chase (New Hyde Park, 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 ... requirements and catering and assist with document preparation for management and team meetings + Keep client ...for management and team meetings + Keep client databases (Salesforce) up-to date with appropriate client… 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...for approval and payment, ensuring timely completion and proper client coding. Prepares and submits invoices to Accounts Payable… more
- Wellington (New York, NY)
- …Legal Associate to work with our Legal teams primarily supporting Wellington Management 's US Wealth business. Key responsibilities will include: + Support ... administration agreements and custody agreements + Support negotiation of investment management agreements for subadvisory client relationships + Providing… more
- BlackRock (New York, NY)
- …across public and private markets. It integrates risk, investment, and client management processes through a common data language, enabling scale, insights, ... and business transformation. At BlackRock, the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, 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 ... a full range of investment banking, credit and risk management products and services relevant to the financing and...the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
- Santander US (New York, NY)
- …**> $100M** annual revenue. 12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial ... relationships. The Incumbent is responsible for new business development, portfolio management , credit quality and overall relationship management of an… more
- JPMorgan Chase (New York, NY)
- …position will design experiences and services that support the development of the JP Morgan Private Client offering. The Private Client offering serves ... affluent households by providing concierge banking, personalized wealth advice, and access to the best of JP Morgan Chase. In this role, you will collaborate with… more
- BlackRock (New York, NY)
- …across public and private markets. It integrates risk, investment, and client management processes through a common data language, enabling scale, insights, ... and business transformation. At BlackRock, the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, and… more
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