- HSBC (New York, NY)
- …with analysis to improve underlying financial performance acting as a trusted advisor to senior management , provide valued commercial insights to challenge ... Private Bank and Wealth Business Partner Brand: HSBC Area of Interest:...and steer business decisions + Be responsible for cost management + Apply commercial acumen to financial metrics, drive… more
- Cathay Bank - Headquarters (New York, NY)
- …cathaybank.com GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial ... ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management products can be sold. Collects and analyzes information regarding… more
- Neuberger Berman (New York, NY)
- …allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning discussions ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the… more
- Allspring Global Investments (New York, NY)
- …centers of influence. Examples include: Portfolio Managers and Product Specialists, Wealth Management Specialists, and Internal SMA Specialists. Regional ... in the industry and market demands on our Financial Advisor clients. Achieving top tier market share at the...goals. Knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management . FINRA Series 7… more
- eMoney Advisor (Stamford, CT)
- …is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior ... Description The Sales Development Representative extends eMoney Advisor 's market coverage by generating new pipeline through: Executing targeted outbound campaigns… more
- eMoney Advisor (Stamford, CT)
- …is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior ... customer issues via phone or chat and escalating cases to tier two teams or management when necessary. They handle cases related to at least five major areas of the… more
- eMoney Advisor (Stamford, CT)
- …is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior ... issues, and escalating cases to tier two teams or management when necessary. They handle cases related to at...verbal/written communication skills * Strong organization skills and time management skills * Able to keep an even temperament… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- TIAA (White Plains, NY)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning ... goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and...networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal… more
