- HSBC (Bellevue, WA)
- …securities representatives, the Wealth Relationship Manager (WRM). As our Wealth Relationship Officer you will: + Provide high quality sales ... core products, Premier proposition, and familiar with retail and wealth product processes + Understanding of relationship ...and wealth product processes + Understanding of relationship management systems (CRM and RM Platform, etc.) +… more
- HSBC (Brooklyn, NY)
- …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 (Washington, DC)
- 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
- Charles Schwab (Sacramento, CA)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... **What you are good at:** 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
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- JPMorgan Chase (New York, NY)
- …upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust. **Job Responsibilities:** Technical and ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- TIAA (New York, NY)
- **Compliance Officer - FINRA** This job oversees broader planning for the risk and compliance support for the Wealth business including the organization's broker ... services industry + Experience in risk and compliance in the Wealth Business Related Skills Adaptability, Business Process Understanding, Compliance, Compliance… more
- US Bank (Milwaukee, WI)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... skills - Well-developed customer service/relations skills -Self-starter -Experience in relationship management with both internal and external business partners.… more
- Citigroup (New York, 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… more
- Citigroup (Downey, CA)
- …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… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability analyze client needs, identify cross-sell opportunities… more
- JPMorgan Chase (Washington, DC)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- JPMorgan Chase (Westerville, OH)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- Citigroup (Chicago, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- Bank OZK (Jacksonville Beach, FL)
- …with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the ... Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership...quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth, and… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer , Senior Investment Manager at a Wealth Management firm with** **no less ... **to** **discuss** **portfolio performance.** **This position requires excellent** **communication, relationship management, and sales** **skills** **.** **There are sales**… more
- CIBC (St. Louis, MO)
- …family offices, endowments, and foundations as clients. Working closely with Relationship Managers, Investment and Wealth Specialists, and other sales ... investment policies and strategies. * **Collaborate with internal partners:** Work with Relationship Managers, Investment and Wealth Specialists, and other sales… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... immigration or income restrictions. OFE is seeking a Program Officer to join OFE's Financial Counseling and Coaching team,...New Yorkers and communities with low incomes in building wealth and improving their financial health by helping New… more
- Manulife (Boston, MA)
- …Laundering Officer . On an interim basis there will be a matrix reporting relationship to the Asia Chief Risk Officer . This position has extensive access to ... **Reports To:** Asia Chief Compliance Officer , with a matrix reporting line to the...in high-net worth channels such as private banking or wealth management is essential, ideally with exposure to Asia… more
- Kestra Financial (Castle Rock, CO)
- …The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management ... and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors. Essential Duties and Responsibilities +… more