- Citigroup (New York, NY)
- …trust referrals. + Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). + Support Advisors, Bankers, ... driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program… more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial… more
- US Bank (Portland, OR)
- …and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact ... expert advice and counsel in the area of affluent wealth banking client relationships by focusing on...experience - Five or more years of experience in Wealth Management private banking and/or senior level… more
- M&T Bank (Wilmington, DE)
- …performance reviews + Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships + Serve ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- CIBC (Chicago, IL)
- …with precision. + Outstanding Relationship Skills: A passion for delivering exceptional client service and building lasting partnerships. + Dedication to ... Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Service , Financial Advising, Portfolio Management, Researching,… more
- Citigroup (Tampa, FL)
- …project results, and obtaining buy-in for change. + Manage all aspects of client service , including planning, prioritizing and organizing projects. + Develop and ... The Citi Wealth Business provides services for clients in Private...as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- JPMorgan Chase (Plano, TX)
- …to handle complex assignments and multiple searches while delivering top-notch client service . + Strong interpersonal skills, comfortable interacting with ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...recruiting talented Analysts and Associates, while also collaborating with senior recruiters on higher-level searches. In this role, you'll… more
- Citigroup (Jacksonville, FL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital ... which includes account opening and asset gathering, providing exceptional service , making investment/banking referrals, as well as managing and... Wealth Solutions, etc.) + Manage client follow-up… more
- JPMorgan Chase (New York, NY)
- …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more