- JPMorgan Chase (New York, NY)
- …advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking… more
- JPMorgan Chase (New York, NY)
- …to proactively oversee the business team and partner closely with the IR&A team and Trust & Estates management . **Job Responsibilities** + Own the Trust ... Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director... and Estate Risk framework for Global Wealth Management business in accordance with local… more
- Deloitte (Stamford, CT)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- Bank of America (New York, NY)
- …technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, ... or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients...+ Stays up to date with major developments in trust , estate / wealth transfer and financial… more
- Citizens (New York, NY)
- …Banking capabilities, including financial planning, investment management , deposits & lending, estate & trust planning, insurance & asset protection, and tax ... business and build-out of Citizens Private Bank, which integrates wealth management and banking services to serve high-net-worth individuals and families, as… more
- US Bank (Greenwich, CT)
- …PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, ... and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for...objectives. Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit,… more
- KeyBank (Tarrytown, NY)
- …solutions via consultative review and proactive contact + Establish a level of trust and confidence with Family Wealth clients while navigating into the ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...current client data, call summaries, etc. + Accountable for management of book of business in Salesforce (house holding,… more
- Bank of America (New York, NY)
- …expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- JPMorgan Chase (New York, NY)
- …Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. ... to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in… more
- KeyBank (Tarrytown, NY)
- …planning for non-charitable gifts - Estate planning ideas appropriate to situation - Estate taxation of assets held in trust , estate valuation rules - ... deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement - Designs...retain and expand existing client relationships - Reviews client estate planning and trust documents and advises… more
- JPMorgan Chase (New York, NY)
- …relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of ... tailored solutions across our leading investments, credit, banking, and Trust & Estates practices. As a 2026...to make meaningful contributions to our business with customized wealth management solutions. Your role will involve… more
- City National Bank (New York, NY)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... estate tax purposes. Administer closing process for all estate and personal trust accounts including testamentary...with state tax laws, income taxation with respect to trust investment management principles * Demonstrated strategic… more
- CIBC (New York, NY)
- …with fiduciary activities including personal trust administration, estate administration, individual retirement accounts, investment management accounts ... Estate Accounts, Financial Advising, Group Problem Solving, Leadership, People Management , Power of Attorney (POA), Trust Services, Work Collaboratively At… more
- Anywhere Real Estate (New York, NY)
- …Our Title Group is a full-service title, settlement, underwriting and vendor management services company serving consumers, real estate companies, affinity ... trust agreements etc. + Read and interpret real estate documents, legal proceedings, maps, and surveys. + Make...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Charles Schwab (Mount Kisco, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate Planning + Ability to...in additional to furthering your own professional development in Wealth Management . Pursuant to SAFE Act requirements,… more
- CIBC (New York, NY)
- …**What You'll Be Doing** CIBC US provides tailored commercial and commercial real estate banking, private wealth management , personal and small business ... coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United...include: + SEC- registered investment advisor, + OCC regulated trust company, + SEC registered/FINRA member Broker Dealer, +… more
- Bank of America (New York, NY)
- …restructures, etc. **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience or a combination of lending and ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more
- JPMorgan Chase (New York, NY)
- …portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, ... to enhance client experience and assist our resources with delivering a complete wealth management solution to clients. Job Responsibilities + Provide leverage… more
- JPMorgan Chase (Greenwich, CT)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- City of New York (New York, NY)
- …(HOP) creates and preserves affordable homes to facilitate generational wealth -building, maintain housing quality, and address the legacy of discrimination, ... and middle-income families - and special initiatives, including the Community Land Trust initiative, designed to ensure community stewardship of land and long-term… more