- Bank of America (New York, NY)
- …world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the ... Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends...+ Financial Management + Presentation Skills + Risk Management + Business Development + Client… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... used by our business, issue-resolution, effective and well documented procedures, risk management and mitigation, maintaining an effective SharePoint site… more
- BlackRock (New York, NY)
- …Francisco or New York BlackRock is a world-class provider of global investment management , risk management and advisory services to institutional, ... plan merger. We deliver a modern approach to project management , portfolio risk management and...Hong Kong and Singapore with a focus on large multi- asset portfolio restructures. We have over 50 transition professionals… more
- Scotiabank (New York, NY)
- …conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Scotiabank (New York, NY)
- …conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Scotiabank (New York, NY)
- …conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman Group LLC: **_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional ... equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to...**Qualifications:** + 10+ years of experience in insurance and/or asset management + Experience managing third party… more
- Citigroup (New York, NY)
- …views to internal stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product solutions. ... Citi Global Wealth (CGW) is a partnership between the Global...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- JPMorgan Chase (New York, NY)
- …new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- JPMorgan Chase (New York, NY)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more