- HSBC (Flushing, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- Citigroup (New York, NY)
- …of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** ... The Investment Relationship Officer is a seasoned professional...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… 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
- Citigroup (Paramus, NJ)
- …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
- JPMorgan Chase (Saddle Brook, NJ)
- …into a future leader across our most demanding business areas. As a Business Relationship Manager I, Officer in the Military Pathways Direct Hire Program, you ... management protocols. **Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer ** + Induction training and acclimation… more
- JPMorgan Chase (New York, NY)
- …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
- International Rescue Committee (New York, NY)
- Requisition ID: req58854 Job Title: Senior Officer , Strategic Philanthropy Sector: Fundraising Employment Category: Regular Employment Type: Full-Time Compensation: ... dynamic and innovative leader to join our Philanthropy Team. The Senior Officer , Strategic Philanthropy, will establish and implement the overarching strategy and… more
- Scotiabank (New York, NY)
- Director, Treasury Management Officer - FinTech and Payment Service Providers - GTB **Requisition ID:** 225560 **Salary Range:** 180.000,00 - 301.500,00 _Please note ... to results, in an inclusive and high-performing culture. **Director, Treasury Management Officer - FinTech and Payment Service Providers, GTB - New York, NY**… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - New York **Requisition ID:** 213419 **Salary Range:** 117.400,00 - 224.700,00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - Houston, TX** Global Transaction Banking… more
- M&T Bank (New York, NY)
- …as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust matters and responsible for ... and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth… more
- Citigroup (Bronx, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more
- City National Bank (New York, NY)
- …position will work directly with the City National Bank's ("CNB") and Business Control Officer ("BCO") and senior management of wealth management division of the ... operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well,… more