- Tompkins Community Bank (Mount Kisco, NY)
- …or equivalent experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + ... leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across… more
- US Bank (New York, NY)
- … Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team . In This Role You Will: + Meet with ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...processes and policies + Strong presentation abilities + Strong relationship management , sales, and new business development… more
- Truist (New York, NY)
- …to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team...fiduciary experience, with a focus on business development and relationship management + Effective communication skills both… more
- Citigroup (New York, NY)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... planning of actions and resources for own area. Full management responsibility of a team or multiple...Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non- team partners to execute… more
- CIBC (New York, NY)
- …Service Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service ... timelines. Update portfolio asset allocation schedules. + **Support your team :** Assist Relationship Managers with preparing materials...industry experience.** Experience in a client service role within Wealth Management is a plus. + **You… 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
- Citigroup (New York, NY)
- …an experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and ... in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for distribution coordination with Bankers… more
- JPMorgan Chase (New York, NY)
- …Problem-solving and risk management capabilities. + Client servicing and relationship management . + Teamwork and personal effectiveness. **Experience:** + ... decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team , with decades of experience in nonprofit management and… more
- Citigroup (New York, NY)
- …skills + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a ... assessments of Citi's risk and control environments in coordination with the Audit team . The overall objective is to utilize in-depth subject matter expertise to… more
- TD Bank (New York, NY)
- …to a positive and constructive work environment with a focus on supporting the overall Wealth team + Contributes individually and as a team member, to ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship...team members and keeping all relevant individuals, including management , up + to date in a timely manner… more