- 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 (Iselin, NJ)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Detail… 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
- 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)
- …leadership experience in wealth management, private banking, or financial services . + Demonstrated success managing large-scale referral or client ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Strategic- Referral -Management-Executive\_25040182-2) **Job Description:** Merrill Wealth Management is… 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)
- …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
- 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)
- …presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate ... opportunities within client segments, fostering deeper relationships and enhanced service delivery. * Collaborative Strategy Development: Partner with Sales… more
- S&P Global (New York, NY)
- …presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate ... opportunities within client segments, fostering deeper relationships and enhanced service delivery. + **Collaborative Strategy Development:** Partner with Sales… 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)
- …side clients, ensuring their needs are met, and driving the growth of our services within this segment. This role requires a strategic thinker with a strong ... + Identify opportunities for account growth and work proactively to expand service offerings within existing accounts. + Monitor industry trends and competitor… more
- S&P Global (New York, NY)
- …contributing to the business's overall success. **Person Specification:** + **Financial Services Sector Knowledge:** A good understanding of the financial ... services sector to provide valuable insights and support informed...relationships with clients, team members, and stakeholders to build trust and drive long-term business success. + **Effective Communication:**… more