- HSBC (Buffalo, NY)
- …our customers, our people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As… more
- Bank of America (Williamsville, NY)
- Wealth Management Client Associate Williamsville, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Buffalo, NY)
- Portfolio Manager III Buffalo, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- HSBC (Buffalo, NY)
- …our communities and the planet we all share. The individual filling this role ( Manager , CRM Analytics) will be part of a team managing campaign execution, campaign ... related to customer communications, campaign analysis and campaign offer fulfillment As our Manager , CRM Analytics you will: + Serve as a key Business Translator and… more
- HSBC (Buffalo, NY)
- …client exits. The main responsibility includes outreach to clients without a named Relationship Manager in support of deepening, growing, and maintaining the ... client's relationship post onboarding. As our Contact Center Premier Sales...zoom calls + Generate new business referral opportunities for Wealth Center, Wealth Direct, Mortgage, and Private… more
- KeyBank (Buffalo, NY)
- …- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement - Designs and delivers sophisticated ... fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial...decision making - Interpret investment decisions made by portfolio manager - Income taxation of grantor, simple, and complex… more
- KeyBank (Buffalo, NY)
- …+ Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
- Family Dollar (Buffalo, NY)
- …within your assigned locations while preparing for a role as a future Store Manager . In this role, you'll have the opportunity to develop your leadership skills, ... not limited to, the following: * Work with Store Manager to ensure that store operating procedures and processes...service, communication and problem-solving skills are required * Strong relationship management skills are a must **Your Perks and… more