• Fiduciary New Business…

    CIBC (Wilmington, DE)
    …obtain income tax returns and other pertinent documentation related to the account Present new business opportunities to NTC or DTC's committee system for review ... including account fiduciaries, beneficiaries or other interested parties. Develop new business -related policies, procedures, documentation, controls and other… more
    CIBC (10/04/25)
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  • Senior Wealth Advisor

    M&T Bank (Wilmington, DE)
    … fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of ... for a revenue goal met through the acquisition of new clients from internal and external sources, and the...and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions… more
    M&T Bank (09/12/25)
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  • Trust Officer

    M&T Bank (Wilmington, DE)
    …skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary ... expand client relationships. + Support market efforts to develop new trust business ; participate in client presentations...the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource… more
    M&T Bank (08/23/25)
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  • Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (Newark, DE)
    …with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will ... Advisors with respect to the vetting and pricing of new trust business , including developing a full...of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation… more
    JPMorgan Chase (08/01/25)
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