- 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
- Bank of America (New York, NY)
- …and client relationships + Acts as Chief Operating Officer for the client team , coordinating relationship management activities and managing successful ... 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
- 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...both depth and variety. We operate as a well-coordinated team to stay sharp and deliver on the highest… 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 ... Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for...Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of accounts. Team … 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
- Deloitte (New York, NY)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... FSI Risk, Regulatory & Forensic Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment… more
- Scotiabank (New York, NY)
- …and viewed as a valuable team resource + Assist with client relationship management and contribute to cross-sell activities + Undergraduate degree in ... solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: + Coordinating with… more
- S&P Global (New York, NY)
- …brainstorm solutions that help our clients overcome their complex business challenges. The team is sales and relationship management focused, and ... Promote a culture of excellence and innovation within the team , encouraging professional growth and talent management ....degrees or certifications in relevant areas. + Strong client relationship management skills, with the ability to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …of this position is to assist Relationship Managers and members of the management team with their mandate of making our clients lives easy and advocating ... join the Broadridge team . The role...that communications are clear, concise, and comprehensible) + Help Relationship Managers guide their clients through the onboarding process… more