- 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
- US Bank (St. Louis, MO)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts.… 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
- State Street Corporation (Clifton, NJ)
- What you will be responsible for As a Fund Accounting & Administration, Officer , you will be The Fund Controller Group (FCG) is responsible for the preparation, ... Review and/or preparation of estimated tax workpapers. Maintain working relationship with all client contacts, including investment professionals, investors,… 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
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …to work additional hours as needed. Summary: SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration, development, and maintenance of ... will have the primary responsibility for managing the account relationship . The associate will direct all activities of assigned...a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients… more
- First Horizon (Houston, TX)
- …to achieve market sales objectives for new Treasury Management business. Attend Relationship Manager sales meetings regularly and serve as key product partner for ... relationship managers for new treasury management sales, and joint...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… 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
- Deutsche Bank (New York, NY)
- … Officer Corporate Title: Vice President Location: New York, NY Overview The Wealth Management (WM) Trust Officer is responsible for the management and ... and completing required oversight reviews and reports Assist new business officer and Private Bankers in developing and closing select business opportunities… more
- Valley Bank (Beverly Hills, CA)
- …products and services. Develops partnerships to enhance and expand the client's relationship with the bank, including loan officers, internal and external product ... the entire bank's consumer and commercial deposits product line to sell wealth management and Insurance products, cash management, consumer and commercial loans as… 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
- Citigroup, Inc. (Citrus Heights, CA)
- The Community Mortgage Lending Officer is an entry level position responsible for driving mortgage sales and client relationships through engagement with community ... to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments… more
- Bridges Trust Company (Omaha, NE)
- … Officer , you are responsible for a unique blend of relationship building, trust administration, estate planning and wealth transfer planning expertise, ... About Bridges Trust Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and… 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
- Frost Bank (Midland, TX)
- …legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer I , you will help customers manage their financial lives. Often, our ... degree or equivalent work experience 2+ years in a customer facing relationship management role, preferably within the financial services industry Proven record of… more
- New York Life Irvine GO - Kang (Irvine, CA)
- …to better serve clients' needs. You'll have the opportunity to expand your wealth planning capabilities by becoming a Financial Advisor with Eagle Strategies LLC, ... expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning, and Business Planning. In addition...We're proud of the training we offer Chief Learning Officer : 2023 CLO Learning Elite Gold award We're proud… more
