- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... Community Banking. The JP Morgan Private Bank offers high net worth individuals and families...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus Client… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... and their advisors. * Ability to work in a team-based environment. ** Client Relationship Management ** * Estate Officers must develop relationships with… more
- HUB International (New York, NY)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital ... (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus...the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and… more
- Citigroup (New York, NY)
- …prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles...**Education:** Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client… more
- Citigroup (New York, NY)
- …degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time Type:** Full ... The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals.… more
- Bank of America (New York, NY)
- …This job is responsible for providing legal support and strategic advice to the Global Wealth & Investment Management line of business on high net worth lending ... + Works closely with various internal clients and partners including product management , underwriters, document preparation groups, client facing personnel, risk… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... strategy and management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client , Wealth ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client ...+ Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client… more