- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities + Identify, prospect, ... + Utilize World's broad platform to offer a holistic approach to risk management , integrating solutions across personal lines, commercial lines, employee… more
- Huntington National Bank (New York, NY)
- …through any problem accounts, along with other internal and external parties at management 's direction. + Non-credit risk management and mitigation, ... acquisition and cross-selling other banking services, including capital markets, treasury management , wealth management + Excellent communication,… more
- Citigroup (New York, NY)
- …openings, fundings, and closings, ensuring accuracy and resolving any deficiencies. + ** Risk Management :** Monitor account activity, manage "tickler" items, and ... 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
- Kiewit (New York, NY)
- …with a minimum of a bachelor's degree in engineering, construction management , or architecture and professional engineer license or architect registration, and ... You will be part of a multi-disciplinary design/engineering and design management team that supports unique, complex, and challenging infrastructure projects for… 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
- HSBC (New York, NY)
- …with internal policies and regulatory guidelines + Establish and maintain robust risk management practices to identify, assess, and mitigate investment and ... all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the US equity portfolios in the proposition, including delivering strong… more
- S&P Global (New York, NY)
- …CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine ... inbound third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. We are seeking a highly skilled and… more
- Scotiabank (New York, NY)
- …Corporate Equity Derivative book, including sales, structuring, pricing, execution, funding, risk management , legal, compliance, client management /onboarding ... breaks, and risk based PNL issues. Performed risk management to ensure market risks are...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more