- HSBC (New York, NY)
- Wealth and Personal Banking Insurance Specialist Brand: HSBC Area of Interest: Insurance Location: New York, NY, US, 10001 Work style: Hybrid Worker ... engage in immigration sponsorship for this position. As a Wealth and Personal Banking (WPB) Insurance Specialist, you'll play a pivotal role in providing… more
- Bank of America (New York, NY)
- …expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance , Wealth Management Workstation) Provide marketing and organizational support. ... Wealth Management Specialist New York, New York **To...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Pioneer Bank (Albany, NY)
- …for working with internal resources such as Retail Banking , Commercial/Business Banking , Employee Benefits and Insurance to help clients meet their financial ... TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior...+ Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal … more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …(LFG) team. The third party Escrow Agent product is a product within the Banking and Custody unit of Citi Private Bank's North America region, within Citi Global ... Wealth ._ **_Responsibilities:_** _The role will involve formulation of the...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- Wells Fargo (New York, NY)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...with us and for advisors to support their clients. ** Banking , Lending, & Trust** **(BL&T)** unlocks access to Wells… more