- Raymond James Financial, Inc. (Clarence, NY)
- …Point proficiency to produce professional documents. + Working knowledge of client relationship management software (especially Goldmine) a plus. + Performs ... **Who We Are:** At Scheff and Liddell Wealth Group, we believe experience matters, in both...under the general guidance of branch management . + Uphold a professional image with external and… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for special needs trusts,… more
- S&P Global (New York, NY)
- …Cross Divisional and Synergy referrals and campaigns in region. + Build relationship with local regulatory bodies to understand regulatory landscape and how the ... Partner closely with other internal stakeholders, such as Product Management , Market Development, Legal and Client Support teams. **Compensation/Benefits… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Bank of America (New York, NY)
- …+ Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit:… more
- Scotiabank (New York, NY)
- …are met for the FIG portfolio _Client Focus:_ * Assist with client relationship management by efficiently addressing client requirements and contributing to ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Deloitte (New York, NY)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... strategic transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... skills, both written and verbal; comfortable interacting with lenders, management , customers, and legal professionals > Excellent dispute negotiation and… more