- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...professional designations (CIMA, CFP, CPWA) a plus + Strong relationship and consultative management skills + Excellent… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior...growth 2. Leads support work, business development and/or product/client relationship management 3. Assists in the generation… more
- Citigroup (New York, NY)
- …management , analytical, and negotiating skills. + Excellent interpersonal, client relationship management , and communication skills. + Bachelor's degree ... Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to… more
- S&P Global (New York, NY)
- …clients overcome their complex business challenges. The team is sales and relationship management focused, and intellectually curious. We uniquely leverage our ... preference for advanced degrees or certifications in relevant areas. + Strong client relationship management skills, with the ability to engage with senior… more
- JPMorgan Chase (New York, NY)
- …etc. + Manage all the Sports & Entertainment tickets for Affluent Events including Chase Private Client Chase Wealth Management , JPM Private Client & ... The Affluent Events Team supports the execution of Chase Private Client, JPM Private Client and JPM...enhance and contribute to investment opportunities for the business relationship manager and firm. **Job responsibilities:** + Interact with… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration +...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- S&P Global (New York, NY)
- …clients across commercial segments including Investment Managers, Investment Banks, Private Equity firms, Commercial Banks, Insurance Companies, Governments and ... Cross Divisional and Synergy referrals and campaigns in region. + Build relationship with local regulatory bodies to understand regulatory landscape and how the… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior...Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales… 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 ... are met for the FIG portfolio _Client Focus:_ * Assist with client relationship management by efficiently addressing client requirements and contributing to… more
- Citigroup (Uniondale, NY)
- … Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors + ... organizational skills, ability to manage multiple concurrent deadlines and time management skills + Strong Communication Skills + Proficient in Microsoft Office… more