- HSBC (Bellevue, WA)
- …securities representatives, the Wealth Relationship Manager (WRM). As our Wealth Relationship Officer you will: + Provide high quality sales ... core products, Premier proposition, and familiar with retail and wealth product processes + Understanding of relationship ...and wealth product processes + Understanding of relationship management systems (CRM and RM Platform, etc.) +… more
- HSBC (Brooklyn, 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. As our… more
- Citigroup (Washington, DC)
- 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 (Sacramento, CA)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- JPMorgan Chase (New York, NY)
- …upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust. **Job Responsibilities:** Technical and ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- TIAA (New York, NY)
- **Compliance Officer - FINRA** This job oversees broader planning for the risk and compliance support for the Wealth business including the organization's broker ... services industry + Experience in risk and compliance in the Wealth Business Related Skills Adaptability, Business Process Understanding, Compliance, Compliance… more
- US Bank (Milwaukee, WI)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... skills - Well-developed customer service/relations skills -Self-starter -Experience in relationship management with both internal and external business partners.… 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 ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Citigroup (Downey, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more