- KeyBank (Palm Beach Gardens, FL)
- …and estate tax- related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs ... sales environment. Develops and maintains knowledge of Key's investment process and results. Participates in KeyCorp's commitment to community. REQUIRED… more
- KeyBank (Toledo, OH)
- …estate tax- related issues. + Applies sound fiduciary judgment to trust matters. **Client Management ** + Works with Investment Sales Specialists (ISSs) and ... counsel to High-Net-Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to… more
- JPMorgan Chase (New York, NY)
- …retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed ... assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include...Qualifications, Skills and Capabilities: + 5+ years of cash management sales and relationship management … more
- Scotiabank (Dallas, TX)
- …rules applicable to international banks conducting institutional trading & sales , investment banking, investment management , and commercial banking in ... banking, futures commission merchant, swap dealer activities, commercial banking, investment management , and corporate functions within investment … more
- US Bank (Chicago, IL)
- …and discover what you excel at-all from Day One. **Job Description** Functions in management role within Investment Sales . Directs assigned market's sales ... efforts and the compliance/administrative duties regarding the sale of investment services through US Bancorp Investments. Responsible for setting...investment experience - Two or more years of management experience - NASD Series 7, 24, 63 and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time ... financial planning, in addition to capital markets and asset management . At Raymond James, we are putting the power...Skills, and Abilities** **Knowledge of** + Financial markets and investment vehicles. + Financial sales industry. +… more
- Mizuho Corporate Bank (New York, NY)
- …liquidity and channel management ) and card services. Principal Duties and Responsibilities Sales : + Establish and execute a portfolio sales plan to ensure ... to improve and expand knowledge of cash and treasury management among team members + Other sales ...investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit… more
- HSBC (Flushing, NY)
- …related to servicing activities on investment accounts) + Very strong sales management , managerial, marketing, sales , planning, financial, leadership, ... provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity + Ability to… more
- Citigroup (New York, NY)
- …equity, real estate, and hedge fund investment knowledge, exceptional relationship management , communication and sales skills, and a strong focus on ... for development and oversight of discretionary alternative products + Participate in sales and investment update meetings **Qualifications:** + Location: New… more
- Zions Bancorporation (Phoenix, AZ)
- …revenue annually! This opportunity is designed for growth into a rewarding Treasury Management sales career. Learn the latest customer service techniques and ... source and includes Treasury, Merchant Services, Foreign Exchange and Investment Services. NBAZ TM manages an annual revenue stream...that drive our business. **Essential Functions:** + Assist TM Sales management with creating line of business… more