- JPMorgan Chase (New York, NY)
- …advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking… more
- JPMorgan Chase (New York, NY)
- …to proactively oversee the business team and partner closely with the IR&A team and Trust & Estates management . **Job Responsibilities** + Own the Trust ... Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director... and Estate Risk framework for Global Wealth Management business in accordance with local… more
- Bank of America (New York, NY)
- …technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, ... or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients...+ Stays up to date with major developments in trust , estate / wealth transfer and financial… more
- Citizens (New York, NY)
- …Banking capabilities, including financial planning, investment management , deposits & lending, estate & trust planning, insurance & asset protection, and tax ... business and build-out of Citizens Private Bank, which integrates wealth management and banking services to serve high-net-worth individuals and families, as… more
- KeyBank (New York, NY)
- …solutions via consultative review and proactive contact + Establish a level of trust and confidence with Family Wealth clients while navigating into the ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...current client data, call summaries, etc. + Accountable for management of book of business in Salesforce (house holding,… more
- JPMorgan Chase (New York, NY)
- …Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. ... to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in… more
- Bank of America (New York, NY)
- …expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- KeyBank (New York, NY)
- …planning for non-charitable gifts - Estate planning ideas appropriate to situation - Estate taxation of assets held in trust , estate valuation rules - ... deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement - Designs...retain and expand existing client relationships - Reviews client estate planning and trust documents and advises… more
- JPMorgan Chase (New York, NY)
- …relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of ... tailored solutions across our leading investments, credit, banking, and Trust & Estates practices. As a 2026...to make meaningful contributions to our business with customized wealth management solutions. Your role will involve… more
- City National Bank (New York, NY)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... estate tax purposes. Administer closing process for all estate and personal trust accounts including testamentary...with state tax laws, income taxation with respect to trust investment management principles * Demonstrated strategic… more