- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work -flow for the area or function. Integrates subject matter...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Charles Schwab (Albany, NY)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight ... or incentive opportunities.** **This position allows for 100% remote work , however this person will need to relocate if...status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part… more
- JPMorgan Chase (Rochester, NY)
- …their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust. Through collaboration, intellectual ... you can accomplish extraordinary things at JP Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... requirements and expectations. Individuals work both autonomously on assignments and in collaboration with...testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and… more
- JPMorgan Chase (New York, NY)
- …by beneficiaries, co-executors and co-trustees and their advisors. * Ability to work in a team-based environment. **Client Relationship Management** * Estate ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- HSBC (Buffalo, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.… more
- JPMorgan Chase (Howard Beach, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (New York, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York** Global Transaction Banking… more
- Citigroup (East Meadow, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
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