- Wells Fargo (Chicago, IL)
- …their clientele **Job Expectations:** + Ability to travel up to 50% to join client and Financial Advisor meetings + Individuals in Loan Originator (LO) positions ... role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory...Advisory Specialist (LO)) responsible for offering personalized advice and wealth management related to Special Needs Trusts for HNW… more
- KeyBank (Syracuse, NY)
- …onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Schedule internal and external meetings (Pre… more
- M&T Bank (Buffalo, NY)
- …organizations to support networking efforts. + Maximize depth and profitability of the client relationship. Partner with Wealth Advisors to uncover needs and ... Wealth Management team. The position may identify Wealth Management business and collaborate with the client...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
- Citigroup (Miami Beach, FL)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Manager SAFE Act is a seasoned...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Plantation, FL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Manager SAFE Act is a seasoned...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New Hyde Park, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Nuveen Investments (MI)
- …pipeline for an assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies ... client portfolio. **Educational Requirements** + University (Degree) Preferred **Work...CFA or CAIA a plus + Experience marketing into private wealth channels (wire house, private… more
- Eastern Bank (North Andover, MA)
- …top clients and oversees the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth , lending and fee revenue goals for ... new private banking opportunities and referrals.Specifically nurtures relationships with wealth and commercial for new business. + Works with assigned team to… more
- Truist (Atlanta, GA)
- …+ Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. + Knowledge of Operational ... while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.… more
- Fifth Third Bank, NA (El Segundo, CA)
- …Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for ... markets to clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and… more