- 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
- 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 (Edison, 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
- JPMorgan Chase (New York, NY)
- …credit, private real estate and other alternative investments; Private bank or wealth management ; Tactical and strategic asset allocation; Portfolio rebalancing ... code of conduct. Support coordination of sales effort with Lending Advisors, Trust Officers and Wealth Advisors....management ; US and cross-border Asia ultra-high-net-worth clients in wealth management . Job Location: 390 Madison Avenue,… more