- BlackRock (San Francisco, CA)
- …degree and/or CFA designation preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales , or a related ... They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity...the needs of a wide range of clients including wealth managers, private banks, family offices, pension… more
- US Bank (Naperville, IL)
- …degree, or equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services ... you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment...or Series 7-63 licenses Preferred Skills/Experience - Strong relationship management , sales , and business development skills -… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key ... a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- KeyBank (Portland, OR)
- …planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, ... the CIO office and practice management and field-based Key Wealth Market and...training on financial planning process and software across the wealth segment, and the support of advice-based sales… more
- Bank of America (Tampa, FL)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...Financial Economics/equivalent experience * Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing… more
- Athene (New York, NY)
- …of retirement solutions to market + Ensure strategic coherence with Apollo's broader wealth initiatives, including the expansion of private markets access via ... and buffered accumulation solutions for RIAs, hybrid advisors, and independent wealth platforms. This Vice President will lead a first-of-its-kind effort:… more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... Director, Liquidity Management - Deposit Solutions (US), Global Transaction Banking...Managers, Commercialization and Go-To-Market (GTM) functions, Deposit Specialists and Sales + Develop product strategy and business plans to… more
- Regions Bank (Indianapolis, IN)
- …for assigned managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio ... and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from ... A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure...of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash… more