- HSBC (New York, NY)
- Wealth and Personal Banking Insurance Specialist Brand: HSBC Area of Interest: Insurance Location: New York, NY, US, 10001 Work style: Hybrid Worker ... engage in immigration sponsorship for this position. As a Wealth and Personal Banking (WPB) Insurance Specialist, you'll play a pivotal role in providing… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- US Bank (Greenwich, CT)
- …The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...insurance products and services + Knowledge of private banking products and services, including credit processes and policies… more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... 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)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (New York, NY)
- …(LFG) team. The third party Escrow Agent product is a product within the Banking and Custody unit of Citi Private Bank's North America region, within Citi Global ... Wealth ._ **_Responsibilities:_** _The role will involve formulation of the...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- TD Bank (New York, NY)
- …**and insurance -licensed. Additionally, the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers ... , custom credit, asset management, securities, investment advisory and insurance ) through multiple legal entities (TD Bank NA, TD...Lending Advisors (WLA) who support the lending activities of Wealth Banking .** **As a member of the… more
- Wells Fargo (New York, NY)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...with us and for advisors to support their clients. ** Banking , Lending, & Trust** **(BL&T)** unlocks access to Wells… more
- Citigroup (New York, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures.… more
- Capgemini (New York, NY)
- …and enterprise transformation frameworks. + Experience with financial services transformation across banking , wealth , and insurance convergence areas **What ... policy administration, claims, finance, and compliance. + Knowledge of insurance business models ( personal , commercial, group, specialty, reinsurance)… more
- Wells Fargo (New York, NY)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate ... begins with outstanding talent. It all begins with you. ** Banking , Lending, & Trust (BL&T)** unlocks access to Wells...worth and ultra-high net worth clients of Wells Fargo Wealth and Investment Management Working at Wells Fargo |… more
- Charles Schwab (Mount Kisco, NY)
- …behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and ... FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure...about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal… more
- City National Bank (New York, NY)
- …10 years of experience in one or more of the following: asset management, banking /credit, personal trust, and brokerage services. * Minimum 10 years of sales ... market. Provide integrated financial services advice to these clients including: banking , credit, asset management, trust and estate planning, and brokerage. Manages… more
- Citigroup (New York, NY)
- …and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and wealth management. Citi Bank Retail Mortgage ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Scotiabank (New York, NY)
- …communities achieve success through a broad range of advice, products and services, including personal and commercial banking , wealth management and private ... the Debt Capital Market, Equity Capital Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the local Corporate Banking… more
- Citigroup (Greenwich, CT)
- …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)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... & investment goals related to the creation, management, and transfer of wealth . + Develop tailored solutions that address clients' unique investment, risk… more