- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- Citigroup (New York, NY)
- …**Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms… more
- JPMorgan Chase (New York, NY)
- … management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...Bank, you will gain exposure to every facet of wealth management, including investments, lending , banking, and… more
- JPMorgan Chase (New York, NY)
- …in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending , banking, and trust and estate planning. ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...+ Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...planning, banking & lending solutions, mortgages and digital offerings through JP Morgan… more
- JPMorgan Chase (New York, NY)
- … management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...Training Program, you'll gain exposure to every facet of wealth management, including investments, lending , banking, and… more
- JPMorgan Chase (Jersey City, NJ)
- …regional committees and liaise with regulators as needed + Be a trusted advisor for Wealth Management Solutions, control teams, Compliance, Conduct and ... Framework is implemented and functions effectively within Asset & Wealth Management (AWM). In this role, you will be...In this role, you will be highly visible to senior management and offers the opportunity to work across… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- CIBC (New York, NY)
- …financial plan. Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. + **Relationship building -** ... members, partners and CIBC clients. + **Relationship Management** - You'll create trusted advisor relationships. Who You Are + **You put our clients first.** You… more