- BMO Financial Group (New York, NY)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as… more
- M&T Bank (Buffalo, NY)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... determining suitability, identifying product specific opportunities, portfolio advice and after sales execution. + Implement a strategic advisory approach to account… more
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services in connection… more
- Bank of America (New York, NY)
- …and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning ... Senior Trust Officer New York, New York **Job Description:**...to drive business development and retention, assisting clients with wealth planning needs, and managing risk. **Responsibilities:** + Provides… more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations,...deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more
- Bank of America (New York, NY)
- …knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must + ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for… more
- Nuveen Investments (New York, NY)
- …and maintain strong relationships with key decision-makers at partner companies, fostering trust and collaboration to maximize joint sales opportunities. + ... and maintain strong relationships with key decision-makers at partner companies, fostering trust and collaboration to maximize joint sales opportunities. +… more