- M&T Bank (Los Angeles, CA)
- …of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- JPMorgan Chase (New York, NY)
- **About the Global Mortgage Solutions Business** The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global ... Private Bank clients servicing our global clients for their...the US, UK, and French markets. The Global Mortgage Solutions team includes a global mortgage product team and… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client ... business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- KeyBank (Cleveland, OH)
- …Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met ... level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter...deliver best-in class digital asset products and services, personalized solutions and expert thought leadership and advisory, seamlessly integrated… more
- Scotiabank (Houston, TX)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... data is critical to the success of Scotia Global Wealth Management (SGWM). There is a strategic...supports Business and Operations needs. + Develop and implement solutions using the IHS Markit EDM platform, ensuring high-quality… more
- T. Rowe Price (Baltimore, MD)
- …the role these strategies play in portfolio construction. Responsibilities + Day-to-day management of public/ private solutions , including: + Monitoring ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...that include: + Lead representative of T. Rowe Price's public/ private solutions in client meetings, industry conferences,… more
- Citigroup (New York, NY)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and...effectiveness. + Partner with Citi support groups to find solutions and resolve issues. + Ensure compliance on regulatory… more
- JPMorgan Chase (New York, NY)
- …to building client relationships and making meaningful contributions to our business with customized wealth management solutions . As a Solutions Analyst ... Solutions Analyst Training Program in Private ...specialists and estate experts to help recommend investment and wealth management solutions that protect,… more
- Truist (Philadelphia, PA)
- …advice on banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent and proven oral, written and group ... review the following job description:** Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income… more