- M&T Bank (Wilmington, DE)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- Thrivent Financial (Appleton, WI)
- …Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment principles, and risk management. ... with direct client interaction. + Deep knowledge of personal trust , legal, accounting, tax, regulatory and investment ...personal trust , legal, accounting, tax, regulatory and investment concepts as they apply to estate and … more
- KeyBank (Amherst, NY)
- …Demonstrated in-depth knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well trust ... fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or… more
- Truist (Tampa, FL)
- …5. Manage the daily trading activities in discretionary, non-discretionary, and trust -based portfolios 6. Implement investment recommendations and transition new ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- KeyBank (Brooklyn, OH)
- …requirements. The Director must have comprehensive knowledge of wealth management, fiduciary/ trust , broker-dealer, and investment management as well as a ... knowledge of asset management products and services (eg - trust /fiduciary, private banking, securities/ investment management, capital markets), compliance,… more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over ... Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management:** + Monitor, invest, manage, and trade… more
- BMO Financial Group (Barrington, IL)
- …mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....with the client to develop credibility and earn their trust . + Builds effective relationships with internal/external stakeholders. +… more
- KeyBank (Southfield, MI)
- …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Salt Lake City, UT)
- …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Seattle, WA)
- …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more