- NBT Bank (Williamsville, NY)
- …primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:...financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +… more
- KeyBank (Albany, NY)
- …(preferred) + Licensed Attorney/JD (varies by state) (preferred) **Skills** + Ability to build trust by taking a client -centric approach. To prepare for Talent + ... South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...Trust , and Credit; ability to consult and prioritize client needs. + Demonstrated in-depth knowledge of financial products… more
- KeyBank (Tarrytown, NY)
- …+ Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated expert ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...The Relationship Manager is at the center of this client promise acting as the primary client … more
- CIBC (New York, NY)
- …Business Development: Support sales initiatives, build new business opportunities, strengthen client and intermediary relationships + Private Banking: Explore ... and remote work) will be discussed at the time of your interview._ As a Private Wealth Intern, you will have exposure to the following lines of business: +… more
- UMB Bank (Albany, NY)
- ** Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... services for clients, including assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. +… more
- Citigroup (New York, NY)
- … client information with the utmost confidentiality and integrity. **Job Family Group:** Private Client Coverage **Job Family:** Private Client ... Business Development **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $250,000.00 -… more
- M&T Bank (Buffalo, NY)
- …skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal ... disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations.… more
- S&P Global (NY)
- …This role is limited to persons with indefinite right to work in the United States . **About S&P Global Market Intelligence** At S&P Global Market Intelligence, ... - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf 10 - Officials or Managers (EEO-2 Job Categories- United States of America), SLSGRP103.2 - Middle… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... customer experience through pro-actively anticipating customer needs, building rapport and trust with key client constituents, and through promptly addressing… more
- Janus Henderson Investors (New York, NY)
- …be responsible for all aspects of relationship management and sales coverage of Private Banks, Trust companies, and some RIA's and Single-Family Offices ... Why work for us ? A career at Janus Henderson is more...We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with… more