- Truist (New York, NY)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients + ... the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...current client data, call summaries, etc. + Accountable for management of book of business in Salesforce (house holding,… more
- BlackRock (New York, NY)
- … management industry. Our mission is to transform wealth management through technology, leading to better investment outcomes for more people. Our ... users are financial advisors, bankers, CIOs, risk managers, portfolio managers, and business leaders of leading wealth...technical role + While not required, previous experience in wealth management or asset management … more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focuses and ability ... any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-Buffalo **Req… more
- JPMorgan Chase (Bronx, NY)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...will be done with a consistent focus on relationship management , not portfolio management +… more
- TD Bank (New York, NY)
- …guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... of TD Bank, NA encompassing banking, custom credit, asset management , securities, investment advisory and insurance) through...multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management… more
- City National Bank (New York, NY)
- …region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and ... portfolio and market analyses using a variety of investment and financial markets database tools. * Assist Private...IM&T Administrative group on the front-end on-boarding of new investment management and trust accounts. * Aid… more
- Citigroup (Bronxville, 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 ... Citi Global Wealth brings together the full power of Citi...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- BlackRock (New York, NY)
- …to senior management . Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy and priorities ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...ETFs and mutual funds to SMAs, model portfolios, alternatives, portfolio solutions, and sub-advisory programs - USWA's mandate is… more
- Broadridge Financial Solutions (New York, NY)
- … processes. + System Implementation: + Lead the implementation and integration of investment management systems, including portfolio management , risk ... management systems. + Deep understanding of investment management processes, including portfolio ...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more