- Banco Popular Puerto Rico (San Juan, PR)
- …solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth Management to increase referrals. * Provides financial planning services ... Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor),… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... The Private Bank Commercial Real Estate (\"CRE\") Group team will...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including… more
- JPMorgan Chase (Chicago, IL)
- …skills** + Experience recruiting in financial services industry specifically Asset & Wealth Management JPMorganChase, one of the oldest financial institutions, ... Conduct pre-offer candidate calls and take ownership of offer negotiation and management + Liaise with hiring managers, human resources, and compensation partners to… more
- City National Bank (Los Angeles, CA)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will… more
- JPMorgan Chase (New York, NY)
- …top professionals across legal, compliance, and risk functions. Shape the future of wealth management by navigating regulatory changes and driving new product ... at JP Morgan, one of the largest asset and wealth managers globally. Make a direct impact by advising...will primarily provide expert legal advice to the Private Bank distribution business within GAIS, overseeing over $(176) billion… more
- Bank of America (Tampa, FL)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, the ... responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations… more
- Comerica (New York, NY)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... conservatorships and guardianships. This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws… more
- JPMorgan Chase (Summit, NJ)
- …Private Bank offers. **Job Responsibilities** + Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...take your career to the next level. As a Wealth Strategist you will be responsible for delivering the… more
- Bank of America (Charlotte, NC)
- …set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with ... Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments … more
- Citigroup (Irving, TX)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and ... institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does… more