- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the administration ... JP Morgan Asset & Wealth Management , with client assets of...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- JPMorgan Chase (New York, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial… more
- Truist (New York, NY)
- …perform the essential functions. + Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10 + years of fiduciary ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- Wells Fargo (Purchase, NY)
- …HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Philanthropic services. * Closely held asset management . * Real estate and...Special Needs Trust Officer as part of Wealth and Investment Management . Working at Wells… more
- Citigroup (New York, NY)
- …Series 7 and Series 66 (or 65/63). + In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business ... and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust...Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns… more
- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... capabilities and skills:** + 10+ years of strong marketing experience in asset management , or wealth management industry + Experience in marketing… more
- CIBC (New York, NY)
- …solutions, and provide a forward-looking financial plan. Use your knowledge of cash management , credit, investment, and wealth protection to help clients meet ... self to work and you live our values - trust , teamwork and accountability. + **You have a degree/diploma**...Minimum of 5 years of experience in Commercial Real Estate Portfolio Management within Commercial Banking. +… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … 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