- M&T Bank (New York, NY)
- …credit and/or customer service role Minimum of 5 years' private banking, wealth management , commercial banking and credit experience General understanding of ... **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and...in all aspects of existing and new credit portfolio management , including compliance and monitoring of new and existing… more
- Citigroup (New York, NY)
- …and risk. The LFO is a key member of the Private Bank business management team and supports the development and implementation of strategic business initiatives to ... achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- KeyBank (Tarrytown, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor...KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking… more
- Tradeweb (New York, NY)
- …Processing Activities (RoPAs) and ensure audit readiness. + Act as a trusted advisor to senior management on emerging risks and regulatory expectations. ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Guardian Life (New York, NY)
- …with applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and ... the Compliance department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare relevant compliance metrics… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... inquiries and/or issues + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… more
- Foresters Financial Services (Westbury, NY)
- … Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- JPMorgan Chase (New York, NY)
- …implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with ... concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and...capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is… more