- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... The Mortgage Lending Officer role is a developing...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Citigroup (Newark, NJ)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...able to work independently + Strong relationship development and management skills + Expertise of general lending … more
- Charles Schwab (New York, NY)
- …estate planning, restricted stock, complex accounts, managed accounts, trusts, philanthropy, risk management , lending and asset safety. + Focus on staying ... and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for...seeking a highly experienced Director of SPWS **Business Development Officer ** to build, lead and implement a defined strategy… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... a critical role as advisor to Morgan Stanley's various businesses and its senior management team. *_Team Profile:_* The Corporate Lending Finance team is part of… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer ...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...(including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... Profile_* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance...demand for timely and insightful analysis and planning for Wealth Management net interest income (NII). A… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... for our clients. Candidates will also be responsible for pipeline management , reporting metrics as well as developing our incoming talent. **Responsibilities:**… more
- JPMorgan Chase (New York, NY)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
- Citizens (Fort Lee, NJ)
- …is the bank that stands and grows with its clients. Within Citizens Wealth Management , Citizens Private Client provides personalized, world class financial ... with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term...financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business… more