- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... Financial Corporation is seeking dynamic, authentic individuals to join our amazing team ! Currently, we are looking for an experienced professional to join Deposit… 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 ... clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion...Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team , or Credit… 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 ... Private Bank). The Hedge Fund Origination & Product Management team is responsible for originating, structuring,...Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends… more
- CIBC (New York, NY)
- …initiatives that impact team members, partners and CIBC clients. + ** Relationship Management ** - You'll create trusted advisor relationships. Who You Are ... a forward-looking financial plan. Use your knowledge of cash management , credit, investment, and wealth protection to...Hours** 40 **Skills** Business, Creativity, Credit, Credit Approvals, Customer Relationship Management (CRM), Team … more
- JPMorgan Chase (New York, NY)
- …As a Vice President of North America Institutional Marketing within the Asset & Wealth Management team , you will lead high-level marketing initiatives across ... qualifications, capabilities, and skills:** + 10+ years of marketing experience in asset management , retirement, or wealth management . + Experience in… more
- CIBC (New York, NY)
- …Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business to help ... to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** -… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... drive the business growth 2. Leads support work, business development and/or product/client relationship management 3. Assists in the generation of ideas and… 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 ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration +...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Citigroup (Brooklyn, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills + Expertise… 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