- 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
- Citigroup (Stamford, CT)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...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 (Scarsdale, 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 (Larchmont, 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
- Morgan Stanley (New York, NY)
- …credit, market, liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business unit ... Liquid / Alternatives / Unsecured portfolios. Must escalate material individual relationship or portfolio observations promptly. - Ensure timely review and challenge… more
- Citigroup (Greenburgh, 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
- Citizens (Rye, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… 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
- 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 ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… more
- Morgan Stanley (New York, NY)
- …and reports on credit risk exposures on a regular basis to the Chief Risk Officer and Firm Risk Management. CRM also interacts with business units to ensure that ... and risk rating. Primary Responsibilities - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business… more
- Wells Fargo (New York, NY)
- …and cultural evolution initiatives, as required or directed by the Chief Executive Officer and Chief Operating Officer + Manage allocation of people and ... solving skill that is execution-focused and results oriented. + Strong relationship management and proven leadership skills, with solid conflict management,… 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 ... and needs is an important part of our culture. Led by the Chief Marketing Officer , the firmwide marketing function at Morgan Stanley is backed by momentum and a… 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
- Scotiabank (New York, NY)
- …closely with the US Head of Credit Risk, and the US Chief Risk Officer , to present non-investment grade credit risk management issues and concerns to senior ... related responsibility + The successful candidate will also be an excellent communicator and relationship builder who: + Understands how to bring the best out of his… 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