- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more
- Scotiabank (New York, NY)
- …Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic ... conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management … more
- JPMorgan Chase (New York, NY)
- …* Eight years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and ... * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner with… more
- Citigroup (Brooklyn, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...to deepen client relationships. + Work closely with the credit/ risk team and Branches to facilitate loan closings, including… more
- Bank of America (Melville, NY)
- …Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- Bank of America (New York, NY)
- …Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- JPMorgan Chase (New York, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- HSBC (New York, NY)
- …succeed in this role: + Experience of 10 - 15 years years in Private Banking / Wealth Management , with significant exposure to COO - type roles or business ... a related field + Knowledge of the US market, wealth , affluesnt market trends, and deep understanding of US...market trends, and deep understanding of US regulatory framework, risk management and compliance + Outstanding work… more
- Citigroup (New York, NY)
- …+ Partner effectively across internal and external stakeholders including Executive Management Team members, regulators, Investor Relations, Treasury, Risk , ... related to the P&L, balance sheet, expenses, capital, and risk . The LFO is a key member of the...is a key member of the Private Bank business management team and supports the development and implementation of… more
- Citigroup (New York, NY)
- …Industry Knowledge, Issue Management , Laws and Regulations, Professional Standards, Risk Management , Root Cause Analysis. **Other Relevant Skills** For ... and IA's and management 's efforts + Improve the identification, measurement, management , reporting and controls in governance, risk and control environments… more