- Citigroup (New York, NY)
- …to understand formats. + Ability to quickly and accurately find information upon a Banker / Manager 's request + Ability to take on demanding responsibilities and ... reviews of the clients' financial and operating performance, covenant compliance, management/ relationship strategy, and competitive position within its peer group +… more
- JPMorgan Chase (New York, NY)
- …and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing amid the ... continuum between Chase Private Client and JP Morgan Private Bank . As a member of this new team, you...you will support the strategy and execution of a Relationship Manager center of excellence which includes… more
- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world....+ Assist in company due diligence investigations + Support senior investment banking colleagues and directing and training analyst… more
- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements under the… more
- SMBC (New York, NY)
- …a plus but not required + Team player who is able to establish good working relationship with manager , team members and other counterparts inside the bank + ... basis, relevant market dynamics and property performance in relation to the bank 's base case, engage borrowers to understand drivers behind any concerning… more
- JPMorgan Chase (New York, NY)
- …investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank , or Institutional Investor (eg, Sovereign Wealth Fund, ... context of market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing Latin American and Global Families… more
- MUFG (New York, NY)
- …Our team is committed to your success and will pair you with a mentor/ manager who will work with you to set goals, provide professional development, guidance and ... You will also have many opportunities to network with peers, mentors and senior managers through team-building sessions, speakers and other organized events. In our… more
- Broadridge Financial Solutions (Albany, NY)
- …is instrumental in building and sustaining strong, collaborative partnerships. The Client Relationship Manager (CRM) will serve as a trusted business partner, ... partner in providing world class service delivery to our Bank and Broker client(s) for our Proxy and PostSale...the flexibility to work from home. Key Responsibilities + Relationship Management: + Serve as the primary point of… more
- MUFG (New York, NY)
- …in an Internship could lead to a future career in Finance within the bank . We are seeking high achievers who are intellectually curious, enthusiastic, and have a ... attend learning sessions led by Finance leaders at the bank throughout the 10 weeks. As an employee at...Excel to Leadership Development. **Support & Mentorship:** Your assigned manager will provide goals and professional development guidance and… more