- JPMorgan Chase (New York, NY)
- …responsibilities** + Champion and support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build a book of business and ... deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on … more
- Citigroup (New York, NY)
- …skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's ... + Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to… more
- Robert Half Finance & Accounting (New York, NY)
- …for a VP Portfolio and Wealth Advisory role within a Wealth Manager based in midtown Manhattan , New York. Our client requires at least 5+ years' of portfolio ... advisory experience at a wealth manager, RIA or private bank . Must have knowledge of Alternative Investments such as...This role requires 3 days per week in the midtown Manhattan office. Key responsibilities for this… more