- JPMorgan Chase (New York, NY)
- …understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job responsibilities** + ... solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship ...innovations to help clients become more digitally confident and bank when, where, and how they want + Champion… more
- MUFG (New York, NY)
- …changes and general credit deterioration with the goal of maximizing the Bank 's net income while minimizing credit costs. **Responsibilities:** + Perform due ... the assigned portfolio utilizing internal and external sources. + Attend client and bank meetings when appropriate via phone, video or occasionally in-person. + Stay… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... for overseeing and managing all aspects of regulatory reporting for the bank 's US operations. This senior leadership role ensures that the bank complies with… 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 will ... monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements under the… more
- Scotiabank (New York, NY)
- …a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Perform client and prospect research, ... Directors. + Over time, assume management of all client relationship activities on a select portfolio of accounts. +...Guide and mentor junior staff. + Understand how the Bank 's risk appetite and risk culture should be considered… more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a… more
- SMBC (New York, NY)
- …to its employees. **Role Description** Portfolio and analytical support to the senior level members of the Fund Finance Solutions Department ("FFSD"). Preparation of ... materials and other portfolio administrative tasks, as required. Reporting to senior front office members of FFSD, scope of responsibilities includes assisting… more
- Robert Half Finance & Accounting (New York, NY)
- …recruiting for a Client Service Director role for Treasury Services of a global Bank located in downtown Manhattan New York. Our client requires 12+ years Client ... Services, Relationship Management or Prime Services experience within a global Bank , with knowledge of Treasury Services or Treasury Operations. The clients are… more
- Wells Fargo (New York, NY)
- …close collaboration with CB and CIB Market Coverage and Specialized Industry relationship management teams to service new and existing clients, drive growth, and ... effectively manage risk for the bank . **In this role, you will:** + Lead KAP...Collaborate with and influence all levels of professionals, including senior leadership to lead the strategy and resolution of… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... The Executive Assistant will provide administrative support to key senior members of the US Investment Banking Team in...in a corporate environment + Good interpersonal and customer relationship management skills to deal effectively with a range… more