- JPMorgan Chase (Wilmington, DE)
- The Retirement Solutions team within JP Morgan Wealth Management leads to strategic initiatives to grow the Individual Retirement Account (IRA) business, with a ... retirement product inquiries. Additionally, the team conducts competitive research in wealth management , develops business metrics, and prepares detailed… more
- Truist (Greensboro, NC)
- …with multiple priorities 7. Strong understanding of banking, lending, commercial and wealth management solutions 8. Excellent interpersonal and relationship ... client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and… more
- Truist (Miami, FL)
- …with multiple priorities + Strong understanding of banking, lending, commercial and wealth management solutions + Excellent interpersonal and relationship ... client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and… more
- HSBC (Miami, FL)
- …client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such ... as WRMs ( Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management ....internal and external, and in multiple languages. As our Wealth Services Specialist you will: + Attend… more
- Broadview FCU (Albany, NY)
- … client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: + ... as a Subject Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM, Financial Education,… more
- Citigroup (New York, NY)
- …activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local regulations + ... Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Regions Bank (Nashville, TN)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Regions Bank (Mobile, AL)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Analytics Lead or Data Scientist. * Relationship Building and Client Experience: Continuously builds trusting relationships with Internal Audit… more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist , Certified Financial Planner, Certified Trust and… more