- Citigroup (New York, NY)
- …Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- Wells Fargo (New York, NY)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and ... experienced level Private Bankers with account administration, sales activities, risk management , and relationship management , supporting multiple people… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the… more
- Truist (New York, NY)
- …+ years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...fiduciary experience with a focus on business development and relationship management **Truist stands for better** Our… more
- JPMorgan Chase (New York, NY)
- …you will be responsible for managing initiatives aimed at growing and deepening Wealth Management 's relationship with affluent clients. You will oversee ... highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and… more
- CIBC (New York, NY)
- …As a ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... We're building a relationship -oriented bank for the modern world. We need...Assist in the training of less experienced staff, at management request. + **Problem-solve and follow through:** Proactively anticipate… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
- NTT DATA North America (Newark, NJ)
- …Newark, New Jersey (US-NJ), United States (US). The ** Wealth & Asset** ** Management ** **Segment Leader** serves as the primary relationship owner for a ... apply now. We are currently seeking a IT Services Wealth & Asset Management Portfolio Lead (Tri-State...and lead a scalable, high-performing segment team focused on relationship management , revenue expansion, and service excellence.… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...and relationship -building skills. Through a focus on relationship management , you should be able to… more