- Bank of America (Pennington, NJ)
- … advisory business **Skills:** + Active Listening + Advisory + Investment Management + Presentation Skills + Sales Strategy + Pipeline Management ... days of start date **Desired Qualifications:** + Bachelor's degree + 8+ years sales experience + Knowledge of professionally managed investment products and/or … more
- Regions Bank (Atlanta, GA)
- …communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and presentation skills + Skilled ... complex client relationships + Participates and may lead the sales process with partners and teammates to identify and...and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends… more
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service/ sales support within the financial ... Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los...upon sales plan. + Conduct proactive outbound sales efforts to raise awareness of Aristotle's investment… more
- BlackRock (Atlanta, GA)
- …but are not required. + A minimum of 3+ years investment or asset management experience. + Sales experience within asset management , wealth management ... management firms and a premier provider of global investment management , risk management and...US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The… more
- City National Bank (Nashville, TN)
- …within the Bank as well as private * bankers, team leaders on trust * and investment management sales related issues, processes and activities. * Develop and ... retain personal trust and investment management business by maintaining professional and...cross sell to existing clients. * Establish and attend sales calls with clients and prospects. * Ensure that… more
- Commerce Bank (St. Louis, MO)
- …knowledge of best practices + Solid understanding of various types of accounts and investment management thereof + Strong sales , presentation and negotiation ... in strategy and /or policy-making committees. Essential Functions + Lead the investment management activities of a team/region within the Commerce footprint… more
- Bank of America (Nashville, TN)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities and new client development. + ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- HSBC (Miami, FL)
- …to succeed in this role: + Experience in investment advisory; portfolio management , brokerage, or institutional sales + Knowledge of private banking business ... Be responsible for assessing client needs, supporting development of comprehensive investment strategies, coordinating sales and execution against that strategy,… more
- HSBC (Miami, FL)
- …+ Experience with proven track record in investment advisory; portfolio management , brokerage, or institutional sales + Extensive knowledge of private ... profitability + Be responsible for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on the basis of merit and business needs. **Department Overview** Raymond James Investment Management ("RJIM") is a wholly owned subsidiary of Raymond James ... work in a collegial environment. This role calls for someone interested in sales /client service and understanding the asset management business. The summer… more