- Bank of America (Frederick, MD)
- Private Wealth Management Client Associate Frederick, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and… more
- JPMorgan Chase (Towson, MD)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- Bank of America (Columbia, MD)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...partners Desired Qualifications: + Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing… more
- Credit Suisse (MD)
- …business opportunities including both Private Banking, Investment banking and Asset Management and contribute to onshore wealth management business ... as an agile and results-oriented world - class Swiss Private Bank and the opportunity to serve...expertise in developing solutions for clients in the creation, management and transfer of their wealth *… more
- Credit Suisse (MD)
- …their wealth * Reputation as an agile and results-oriented world - class Swiss Private Bank and the opportunity to serve as a brand ambassador * Integrated ... Proven track record of minimum 3-7 years of relevant experience in client acquisition and management of wealth for clients * Leadership and people management … more
- Credit Suisse (MD)
- …key responsibilities in the build-out of onshore China securities execution platform for the Private Bank with products focusing on but not limited to listed ... securities * Extending the strength of the existing award-winning Private Bank platform of Credit Suisse in...global market side on building out a comprehensive transactional wealth management products platform for the China… more