- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Wealth - Management -Client-Associate\_25045963) **Job Description:** Merrill Wealth Management… more
- KeyBank (Tarrytown, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as...all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team… more
- Citigroup (New York, NY)
- …range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. By ... the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment ...high standards of professionalism across all functions + Conduct management responsibilities for a team, including management … more
- JPMorgan Chase (New York, NY)
- …personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trust and banking capabilities. JPMorgan ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship-Manager\_25035783-2) **Job Description:** Merrill ... Management is a leading provider of comprehensive wealth management and investment products and services...Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio… more
- Tompkins Community Bank (Pittsford, NY)
- …by engaging other professionals based on client needs. Provide expert advice across wealth management disciplines (investment, banking, trust , insurance).. + ... relationships. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth … more
- HSBC (New York, NY)
- …as a primary point of contact for HSBC clients regarding insurance and wealth management needs + Develop and present individualized insurance proposals, ... related field (or equivalent work experience) + Proven experience in insurance sales, wealth management , private banking, or financial services + Life license,… more
- M&T Bank (New York, NY)
- …High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients...to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes… more
- M&T Bank (New York, NY)
- …expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- JPMorgan Chase (New York, NY)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the US Private Bank, you will...capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession… more