- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- Citigroup, Inc. (Flushing, 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 leads… more
- Goldman Sachs, Inc. (San Francisco, CA)
- Job Description Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. ... Our advisor-led wealth management businesses provide financial planning, investment management, banking...and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and… more
- Bell Bank (Winter Park, FL)
- The Mortgage Community Development Loan Officer is focused on growing and developing homeownership opportunities for low-to-moderate income (LMI) individuals, ... lending and down payment assistance programs. The Mortgage Community Development Loan Officer will lead and coordinate community development activities and build and… more
- State Street Corporation (Boston, MA)
- …special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event ... access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full… more
- Citigroup, Inc. (San Ramon, CA)
- 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
- First Option Bank (Overland Park, KS)
- JOB SUMMARY: The Trust Officer will be responsible for managing and administering trust accounts within the trust department First Option Bank. This role requires a ... deep understanding of fiduciary responsibilities, exceptional client relationship skills, and the ability to provide personalized service to a diverse client base… more
- US Bank (Minneapolis, MN)
- …of assigned charitable fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... policies and procedures. Trust Officers must also maintain strong awareness of Wealth Management products and services. Responsible for meeting KYC, AML, and all… more
- Citigroup, Inc. (Fort Lauderdale, FL)
- …and quarterly review process in partnership with the first line of defense ( relationship and product partners). Provide review and challenge for annual and interim ... and maintain a portfolio of credit exposures to Citi's North American Wealth clients Assist with portfolio management activities, including limits, stress testing,… more
- First Horizon (Knoxville, TN)
- …at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and ... delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating… more
- Self-Help (Atlanta, GA)
- …on economic inequality especially in communities that have faced systemic barriers in building wealth . At the core of what Self-Help does is a drive to create and ... at a neighborhood level regardless of demographics, income, or wealth . Since our founding, we've constantly sought to find...lead role in the coaching of staff members in relationship -building with members. In the absence of an MSS,… more
- HSBC (Vienna, VA)
- …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 (Beverly Hills, CA)
- …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 the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Irvine, CA)
- …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 the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (New York, NY)
- …of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** ... The Investment Relationship Officer is a seasoned professional...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Charles Schwab (Cincinnati, OH)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... The Business Development Officer , Schwab Wealth Advisory role will help...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust's Investment Services team,… more
