- KeyBank (Seattle, WA)
- …services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in ... Team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking,… more
- JPMorgan Chase (Plano, TX)
- …impacting the Lending business. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth ... environment. As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will...$1 trillion of client balances across credit, deposit, investment management , capital market and trust products. The… more
- First Horizon Bank (Murfreesboro, TN)
- …and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... and make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct… more
- First Horizon Bank (Durham, NC)
- …and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... and make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. + Proactive Client Outreach: Conduct… more
- Columbia Bank (San Jose, CA)
- …integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust , financial ... within the healthcare sector. + Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management , and Credit Administration to deliver… more
- Bechtel Corporation (Houston, TX)
- …work; **3.** Coordinate internally with BEn PCP leads to help action private capital and strategic partnership strategies through the Energy GBU, ensuring alignment ... GBU. It calls for a dynamic leader with strong collaboration skills to build trust with senior stakeholders across Energy GBU and BEn. Success requires legal and… more
- Robert Half Legal (Chicago, IL)
- …serves individuals, families, entrepreneurs, and family-owned businesses on complex wealth -transfer planning, probate and trust administration, charitable ... claims, and required notices . Guide fiduciaries on duties and risk management ; handle trust modifications, decantings, and nonjudicial settlement agreements .… more
- World Insurance Associates, LLC. (New York, NY)
- …leading and complementary business lines of retail insurance, wholesale insurance, and retirement/ wealth advisory. The company has more than 2,500 employees in 300 ... Insurance Associates since 2020. Founded in 1998, they are an experienced private equity investment firm with a disciplined investment strategy, tenured team and… more
- KeyBank (Brooklyn, OH)
- …Brooklyn Ohio **ABOUT THE JOB (JOB BRIEF)** The Unique Assets team supports Key Private Bank, Wealth Management , and Institutional Advisors in the processing ... desks due to absence or high volumes + Annual testing of Trust Real Estate Management system and Global Plus Releases **REQUIRED QUALIFICATIONS** + Strong verbal… more
- City National Bank (New York, NY)
- …and services offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...the cross-selling of other product and/or services (ie, cash management , foreign exchange, investment and trust , etc.).… more