- Citigroup (Greenburgh, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- M&T Bank (New York, NY)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (New York, NY)
- … organizations for our products and services and establish connections with their senior investment professionals. + Facilitate the annual strategic plan and ... development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- KeyBank (New York, NY)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and… more
- KeyBank (Tarrytown, NY)
- … sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes centralized ... - Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more