- BMO Financial Group (New York, NY)
- …advisor / relationship manager. + Understands and communicates emerging market trends in wealth management . + Develops an understanding of the customer needs and ... and experience. + In-depth knowledge of financial planning and wealth management . + Certified Financial Planner is...Planner is preferred. + Proficiency in office software and sales management software. + In-depth knowledge of… more
- M&T Bank (Buffalo, NY)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of… more
- City National Bank (New York, NY)
- …team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other ... *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB...Administrative group on the front-end on-boarding of new investment management and trust accounts. * Aid Private… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... Citi. They will be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an exceptional understanding of,… more
- Citigroup (New York, NY)
- …Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect ... Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized… more
- Bank of America (New York, NY)
- …responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more
- Bank of America (New York, NY)
- …responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more
- KeyBank (Rochester, NY)
- …support teams for administration or expertise in the delivery of client advice Sales + Works closely with the Relationship Management Team to identify ... and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, lending or… more
- Neuberger Berman (New York, NY)
- …the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more