- 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)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Manager Buffalo, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Charles Schwab (Amherst, NY)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer… 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 + 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
- Citizens (East Amherst, NY)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more