- Citigroup (Jacksonville, FL)
- The Operational Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... (risk/financial/regulatory) + Monitors goals are met through performance, risk and relationship oversight of our extended supply chain + Collaborates to resolve… more
- US Bank (Seattle, WA)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts.… more
- JPMorgan Chase (Tempe, AZ)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- JPMorgan Chase (Irvine, CA)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- JPMorgan Chase (Summit, NJ)
- …or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration ... of the accounts. The Trust Administrative Officer is expected to have or develop the skills...and obtaining necessary documents for the Settlements group **Client Relationship Management** + Trust Administrative Officers must actively participate… more
- JPMorgan Chase (Bayside, NY)
- …and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager in Business Banking, ... you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening...relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and… more
- JPMorgan Chase (Brooklyn, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... appropriate knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability to analyze client needs, identify cross-sell… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more