- Bank of America (New York, NY)
- …companies and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners ... of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) *...and Development + Business Development + Executive Presence + Relationship Building + Strategic Thinking + Business Analytics +… more
- First Horizon Bank (New York, NY)
- … (TM) Sales Manager to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and ... serve as key product partner for relationship managers for new treasury management sales,...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- JPMorgan Chase (New York, NY)
- …Experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor ... Description JP Morgan Asset & Wealth Management , with client assets of...+ Demonstrated aptitude for sales, marketing, advertising, and client relationship management + Superior multi-tasking; strong organizational… more
- Bank of America (New York, NY)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- Bank of America (Melville, NY)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- Bank of America (New York, NY)
- …world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the ... fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product… 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 ... client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration +...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Comerica (New York, NY)
- …a 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 ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world. We need...Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in… more