- 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
- HSBC (Irvine, CA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... higher value activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Charles Schwab (San Mateo, CA)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight ... bonus or incentive opportunities **Position allows for 100% remote work ** At Schwab, you're empowered to make an impact...teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help… more
- Bank of America (Wayzata, MN)
- Wealth Management Lending Officer Wayzata, Minnesota **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wayzata/ Wealth -Management-Lending- Officer \_25023610-2) **Job Description:** Merrill Wealth … more
- CIBC (Houston, TX)
- …family offices, endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Private Wealth Business Development Officer (BDO), you are responsible for… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and… 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
- 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
- US Bank (Des Moines, IA)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks… more