- 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 ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...to include: + The expectation of acting autonomously when senior Specialists are unavailable + Partner with advisors to… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set of P&L… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in ... 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
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City ... National Rochdale, the company's Wealth Management group, you will provide white-glove service focused...presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... 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
- HSBC (New York, NY)
- …the planet we all share. The Managind Director, US role is a key senior leadership position within Institutional Clients Group (ICG). The person in this role will ... have responsibility as a senior stakeholder and Global Relationship Banker (GRB) covering ICG...as well as across other HSBC Group businesses, notably Wealth + Understand all products and services and collaborate… more
- KeyBank (New York, NY)
- … Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines ... to draft critical communications for various stakeholders + Develop messaging and senior leader talking points to support business area objectives + Provide… more