- KeyBank (Tarrytown, NY)
- …on or off the KPB sales team . + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data ... The CRA will be an active member of the relationship team accountable for efficient client onboarding,...**Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and ... financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth ...+ 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all… 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
- KeyBank (Tarrytown, NY)
- …strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product… more
- JPMorgan Chase (New York, NY)
- …rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite ... Manager is an essential member of the Financial Advisor's team . A Relationship Manager works in close...and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning,… more
- JPMorgan Chase (Brooklyn, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... Join the team providing financial solutions to over 3 million...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending… 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 ... Job Description Relationship Manager, Technology and Life SciencesThe Relationship...role will be responsible for new business development, portfolio management and underwriting to support the needs of the… 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 ... Job Description Relationship Manager IV -- FSD The Relationship...will be responsible for new business development, onboarding, portfolio management and underwriting to support the needs of the… more