- Citigroup (Queens, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Truist (New York, NY)
- …to account administration. + Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our Risk ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new... Management and Governance teams. Works independently and escalates issues… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...management , and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- Citigroup (New York, NY)
- …Personal Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at ... verbal form + Comfortable explaining findings, project plans and project status to senior management + Proven leadership skills and ability to manage multiple… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... growth, regulatory, and location strategy. The team works cross-functionally with Senior Management , Front Office Advisors, Product Specialists, Legal, Risk,… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... growth, regulatory, and location strategy. The team works cross-functionally with Senior Management , Front Office Advisors, Product Specialists, Legal, Risk,… more
- BlackRock (New York, NY)
- …solutions to business problems, presenting impactful solutions with tangible next steps to senior management . Key Responsibilities + Work with leadership in ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...drive revenue growth + Partner with strategy team leadership, senior management , and business heads to shape… more
- HSBC (New York, NY)
- …SVP level talent. The role-holder will act as a trusted advisor to senior business leaders and will deliver high-impact talent solutions, to ensure high-quality ... hires who are able to contribute to the achievement of the bank 's strategic objectives. Principle Accountabilities + Lead and manage the end-to-end hiring process of… more