- 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
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and...platform, as a part of our core client coverage team + Partner with sales teams to exceed client… more
- JPMorgan Chase (New York, NY)
- …3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team , you will be responsible for ... managing initiatives aimed at growing and deepening Wealth Management 's relationship with affluent clients. You will oversee the end-to-end processes and… more
- Bank of America (Albany, NY)
- …value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and ... Wealth Management Client Associate Albany, New... Wealth Management Client Associate Albany, New York **To proceed...clients pursue the life they envision through a personal relationship with their advisory team committed to… 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
- Citigroup (Smithtown, NY)
- …disciplinary actions and terminations. Will function as an integral member of US Wealth Management senior leadership team . Responsibilities: + Regional ... Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of...to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...relationship . The Global Head of Lending Products a team of professionals that oversee and manage the lending… more
- JPMorgan Chase (Fayetteville, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...and relationship -building skills. Through a focus on relationship management , you should be able to… more
- Citigroup (New York, 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 ... Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Charles Schwab (Albany, NY)
- …the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions ... help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth ...+ 10 years of experience in business development and relationship management with a proven record of… more