- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- Charles Schwab (New York, NY)
- …can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth ... service with a complimentary suite of benefits including a team of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker.… more
- CIBC (New York, NY)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- Morgan Stanley (New York, NY)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...evolving environment * * *REPORTS TO:* * Business Service Officer Expected base pay rates for the role will… 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 (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- JPMorgan Chase (Brooklyn, 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
- Citizens (New York, NY)
- …Qualifications + 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. + Experience ... Description The Senior Trust Officer (STO) is responsible for advising high net...needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management… more
- Citigroup (Brooklyn, 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
- CIBC (New Brunswick, NJ)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Executive Trust Officer is responsible for providing indirect oversight and guidance… more
- Citigroup (Brooklyn, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- TIAA (New York, NY)
- …Compliance Officer is responsible for providing dedicated support for Wealth Management in administering the global regulatory review process for the approval ... Program Management, Critical Thinking, Detail-Oriented, Due Diligence, Influence, Innovation, Relationship Management, Risk Monitoring, Strategic Thinking **Anticipated Posting End… more
- Citizens (Edison, NJ)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... the bank that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of...successfully become the client's lead or sole provider. + Relationship Management + Manage relationships by leading the client… more
- City National Bank (New York, NY)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required. **Skills and… more
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... banking and credit: general understanding of investments, trust and wealth transfer * 7+ years of successful experience in...Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening +… more
- Citigroup (New York, NY)
- …Compliance Risk Management ("ICRM") functions, Finance/Treasury and the Chief Operating Officer as well as the Markets, Services, Banking and International, Personal ... Banking & Wealth Management and Legacy Franchises businesses. The BRL Group...requirements. This Group also serves as one of the relationship managers for legal and policy issues with US… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... culture. Department Profile The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan… more