- JPMorgan Chase (New York, NY)
- …managing investment and non-investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible...team, in a front office financial services role (eg, private banker, investment specialist, portfolio management , etc.),… more
- Citigroup (New York, NY)
- …demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management . + Strong knowledge of trust principles, financial planning ... individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… 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,...and policies + Strong presentation abilities + Strong relationship management , sales , and new business development skills… 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)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- JPMorgan Chase (New York, NY)
- …team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank ( sales ) functions, as well as Technology, Legal, Risk, ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more
- Citigroup (New York, NY)
- …of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction of ... efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales ._ + _Participate with… 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 onboarding and...of our core client coverage team + Partner with sales teams to exceed client expectations and make client… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan ... in establishing a new business for JP Morgan Chase. As a Vice President focused on Sales Training and Coaching for JP Morgan Private Client, you will support the… more