- Trustco Bank (Albany, NY)
- …is responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts ... or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** ...when it is prudent to reallocate securities within a portfolio . + Prepares daily, weekly and monthly reports relative… more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... online investing experience, enabling clients to independently manage their investment portfolios with confidence. The organization is committed to innovation,… more
- BMO Financial Group (Mundelein, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client… more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk ... and supporting the JPM Wealth Management business. You will lead the risk management...the risk management process, analyze credit risk, and monitor portfolio performance. This position offers a challenging and rewarding… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... networks and referral sources to grow business in the assigned portfolio /jurisdiction. + Oversees the implementation and delivery of business development strategies… more
- BMO Financial Group (Indianapolis, IN)
- …advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ... and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace by collaborating with… more
- BMO Financial Group (Palo Alto, CA)
- …prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office, RIA Firms with past operations or support ... knowledge.** Gathers and analyzes investment performance data, communicates results to clients, pension consultants, and management. Verifies fund result accuracy,… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (Coral Springs, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more