- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- M&T Bank (Wilmington, DE)
- …in the provisioning of assurance services specific to the technologies enabling the Wealth Management and Institutional Client Services (ICS) businesses of M&T ... examinations and validation procedures specific to the technologies supporting the Wealth Management and Institutional Client Services (ICS) businesses. These… more
- Citigroup (New York, NY)
- …Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our ... team provides lending solutions across all three client segments including Citi Private Bank, Wealth ...partner with the respective segment leadership teams to drive engagement and solutions, with lending product leads, for our… more
- JPMorgan Chase (Los Angeles, CA)
- …primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private ... role is central to this, working collaboratively with an integrated client service team to provide clients...successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning… more
- City National Bank (Houston, TX)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- Citigroup (San Francisco, CA)
- …partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of ... banker and regional engagement and will represent the segment for Citi Wealth as an external marketing ambassador. Internally, the role will be a key conduit… more
- Umpqua Bank (Eugene, OR)
- …as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Bank of America (Pennington, NJ)
- …estate, gift, and tax planning, and risk management. **Responsibilities:** + Leads the client wealth planning engagement process, including the new business ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New...Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning,… more
- Citigroup (New York, NY)
- …Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our ... team provides lending solutions across all three client segments including Citi Private Bank, Wealth ...technical skills, well developed communication skills, in addition, strong client engagement to deliver creative SBL solutions… more
- Bank of America (Walnut Creek, CA)
- …those strategies with clients' Advisors where appropriate. **Responsibilities:** + Leads the wealth planning engagement process with clients from start to finish ... Wealth Strategies Advisor Palo Alto, California;San Jose, California;...planning solutions based on these analyses + Develops holistic, integrated planning strategies for clients with a focus on… more