- Citigroup (New York, NY)
- …and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program leveraged by ... their trust service needs. The Trust Services Referral Program Lead...Solutions team that interface with Advisors and Bankers across Wealth , while maintaining "best in class" relationship management with… more
- Bank of America (New York, NY)
- … Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...wealth , and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of… more
- Tompkins Community Bank (Mount Kisco, NY)
- …perform under pressure. Flexibility, empathy, and professionalism are essential to fostering trust and delivering exceptional service in a dynamic and ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining...a key advisor and team collaborator, integrating investment, banking, trust , and insurance professionals to deliver holistic client experience.… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... Wealth Management Client Associate - Bilingual Portuguese Preferred...Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification… more
- Bank of America (New York, NY)
- … Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Citigroup (New York, NY)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target market ... validation and execution of customer instructions. + Stay abreast of all CPB products, services , and processes. + Deliver wealth management services to CPB… more
- JPMorgan Chase (New York, NY)
- …and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community ... to manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …multiple business cycles. In-depth knowledge of the industry and direct competitors' products/ services is also necessary in order to contribute to the commercial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...who fit within the business strategy. + Establish a referral network and gain introductions to potential clients which… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- S&P Global (New York, NY)
- …firms. Our offerings can be deployed in the cloud or operated as a service , enabling clients to optimize their internal resources while addressing evolving risk and ... revenue growth through effective sales strategies tailored to the financial services sector. The Sales Representative will engage with clients, understand their… more
- Anywhere Real Estate (New York, NY)
- … is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services . We operate in 49 states as well as ... documents affecting title to property, such as mortgages, deeds, probate records, trust agreements etc. + Read and interpret real estate documents, legal… more
- S&P Global (New York, NY)
- …to uncover opportunities within the infrastructure portfolio. + Provide high-touch client service to the intermediary (primarily banking) community to ensure S&P is ... Infrastructure/Project Finance. + Willingness in providing timely and premier service to internal/external stakeholders. + Demonstrate emotional intelligence by… more
- S&P Global (New York, NY)
- …insights and solutions that drive informed decision-making in the financial services industry. Our team thrives on collaboration, innovation, and a commitment ... influences our clients' success and the overall market. By building trust with stakeholders, managing expectations transparently, and ensuring alignment across… more
- S&P Global (New York, NY)
- …marketing teams to innovate and influence the development of new data products and services that are applicable to the North America customer base. + Oversee monthly ... Leadership qualities that promote a culture of partnership, curiosity, inclusiveness, trust and productivity. **Additional Preferred Qualifications:** + Over 5 years… more