- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- HSBC (Arcadia, CA)
- …other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia **Req ... strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key...follow through client purchase process requirement + Enhance client trust in HBUS and Wealth 's capability of… more
- JPMorgan Chase (Newark, DE)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- Citigroup (Tampa, FL)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... this leader is their ability to build credibility and trust not only with the core US and international...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- Citizens (Tarrytown, NY)
- …Principal Compliance Officer for a portfolio of regulations related to investments/ wealth management / trust activities within Citizens Private Wealth . ... within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer ....and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities… more
- Regions Bank (Knoxville, TN)
- …organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officer and perform special projects as assigned + May assist ... attention to detail This position is a part of Regions Bank's Private Wealth Management team. **Position Type** Full time **Compensation Details** Pay ranges… more
- Morgan Stanley (Menlo Park, CA)
- …The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … more
- Tompkins Community Bank (Ithaca, NY)
- …participate in presentations to clients with the Wealth Advisor/ Trust Officer ; assist clients with account setup and management through the financial ... Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in...internal policies, procedures and practices in support of risk management and overall safety and soundness and the Company's… more
- Morgan Stanley (Pasadena, CA)
- …SUMMARY:* The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... authority covering large and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong… more
- CIBC (New York, NY)
- …degree and/or MBA, CFA, CPA, CFP, JD + 10+ years experience in portfolio management , personal tax, wealth management , financial planning. + Comprehensive ... This includes working in collaboration with the Business Development Officer and establishing a high and positive profile within...People Management , Profitability Management , Risk Management and Mitigation, Wealth Management … more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- JPMorgan Chase (New York, NY)
- …Equity Investment Analyst you will be a member of the Global Equity group within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (Dallas, TX)
- Trust Officer II Dallas, Texas **Job...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary...and identify issues / new business opportunities, and provide trust , estate, and wealth transfer planning advice… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience Branding ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...overseeing the administration and business development of complex investment management and trust accounts and working with… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more