- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- JPMorgan Chase (New York, NY)
- …you will be responsible for managing initiatives aimed at growing and deepening Wealth Management 's relationship with affluent clients. You will oversee ... The JP Morgan Wealth Management (USWM) business is focused...complicated and highly regulated environment + Excellent collaboration and relationship management skills; ability to interact with… more
- CIBC (New York, NY)
- …Service Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service ... We're building a relationship -oriented bank for the modern world. We need...industry experience.** Experience in a client service role within Wealth Management is a plus. + **You… more
- Tompkins Community Bank (Mount Kisco, NY)
- …or equivalent experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + ... leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across… more
- Citigroup (New York, NY)
- …increasing market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and… 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. Applies...Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth - Management -Client-Associate\_25019110) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management & Investment Solutions (WMIS) is...Qualifications, Skills and Capabilities: + 5+ years of cash management sales and relationship management … more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active Listening… more
- HSBC (Flushing, NY)
- …leads sales prospect management . The role manages the Client Experience Associates, Wealth Relationship Managers and Wealth Relationship Officers ... complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable… more