- Robert Half Finance & Accounting (Chatham, NY)
- Description We are looking for a dedicated Relationship Advisor to join our team in Chatham, New York. This role focuses on delivering exceptional service to ... * Previous experience handling cash or retail environment is preferred. * Strong relationship or client management and client relations skills, with the ability to… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire new clients… more
- JPMorgan Chase (Brooklyn, NY)
- …Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills + Demonstrable track record evidencing an ... Join the Commercial Card team! As a Relationship Manager within Commercial Card, you will oversee...commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners Required qualifications, capabilities,… more
- KeyBank (Buffalo, NY)
- …Street, Buffalo New York **Job Summary** The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of ... moderate risk profile. **Essential Functions** + Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client… more
- Bank of America (New York, NY)
- …is culture driven, resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop ... Private Wealth Relationship Manager New York, New York **To proceed...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,… more
- Bank of America (Staten Island, NY)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- Citigroup (Queens, NY)
- …for portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee and manage the critical relationship ... of these managers, working in close collaboration with an independent external advisor to ensure optimal performance and adherence to investment mandates. This… more
- Citigroup (Queens, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (Brooklyn, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Citigroup (Hewlett, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more