- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... and institutions. Merrill Wealth Management is one of the largest...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (New York, NY)
- …team's views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. + ... Service clients' bespoke project needs with varying degrees of complexity in a timely manner. + Seek out new, value-added, and/or unusual sources of information. + Develop and maintain databases, indicators, and financial models integral to our research… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a seasoned professional role....the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and… more
- JPMorgan Chase (New York, NY)
- …looking for a talented Senior Associate to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private ... analysis and research, working extensively with colleagues across Asset and Wealth Management , including investment professionals, client advisors/market… more
- Deloitte (New York, NY)
- …like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, ... process improvement, operating model design and implementation, risk assessment and management , and controls testing engagements across three lines of defense +… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a… more
- Citigroup (New York, NY)
- …application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management skills + ... **Most Relevant Skills** Control Monitoring, Data Analysis, Industry Knowledge, Issue Management , Laws and Regulations, Professional Standards, Risk Management ,… more
- JPMorgan Chase (New York, NY)
- …acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * ... * Eight years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- JPMorgan Chase (New York, NY)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more