- 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
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly create and… more
- JPMorgan Chase (New York, NY)
- …Problem-solving and risk management capabilities. + Client servicing and relationship management . + Teamwork and personal effectiveness. **Experience:** + ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… more
- Citigroup (New York, NY)
- …skills + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a ... **Most Relevant Skills** Control Monitoring, Data Analysis, Industry Knowledge, Issue Management , Laws and Regulations, Professional Standards, Risk Management ,… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is ... supporting these smaller balance clients by providing day-to-day account management solutions and introducing the full capabilities offered at...an effort to interest the client in deepening their relationship with TD Wealth + Executes in… more
- JPMorgan Chase (New York, NY)
- …of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private ... affluent clients and/or subject matter expertise in the affluent wealth market + Knowledge of affluent market and key...solutions; executes with a sense of urgency + Excellent relationship management skills and ability to navigate… more
- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... Merrill Market Client Relationship Manager New York, New York **To proceed...market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth… more
- KeyBank (Tarrytown, NY)
- …transition on or off the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for ... background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line of… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a… more