- M&T Bank (Paramus, NJ)
- …High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients...to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes… 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 v. $1mm). The Wealth Operations organization are looking to harmonize their processes...The candidate will be working on the Operations Change Management team, to govern and manage Tech Book of… more
- M&T Bank (Costa Mesa, 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
- CIBC (Newport Beach, CA)
- … Private Wealth Platform and solutions which includes Private Banking Loans, Deposits and Assets under Management & Administration. + Individual ... Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with...knowledge of credit, lending, investment strategy, trust administration and wealth management solutions . + You… more
- BMO Financial Group (Newport Beach, CA)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, ... Provides specialized wealth planning for High Net Worth / Ultra...and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance… 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
- Truist (Houston, TX)
- …sales goals, identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth ... The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience...wealth families. 9. Has strong consultative and client management skills with the ability to sell a wide… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree...countries, visit our website to see our assets under management . Our innovative investment solutions are built… 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
- 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