- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: * Provide a pivotal role in supporting… more
- HSBC (Scarsdale, NY)
- …The role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales ... Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall … more
- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Chatham, NJ)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- Citigroup (Chicago, IL)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Charles Schwab (Washington, DC)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- US Bank (Milwaukee, WI)
- …servicing of assigned fiduciary and investment management accounts. Will include Relationship Management responsibilities as well as product knowledge and expertise ... policies and procedures. Trust Officers must also maintain strong awareness of Wealth Management products and services. Responsible for meeting KYC, AML, and all… more
- US Bank (Des Moines, IA)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts.… more
- Citigroup (New York, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Citigroup (Los Angeles, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Newark, DE)
- …community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper… more
- Citizens (Tarrytown, NY)
- …impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible ... Officer for a portfolio of regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. The US CIBC Private...brand, while helping CIBC become a strong, innovative and relationship -oriented bank. **What You'll Be Doing:** The PWG Executive… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Great Neck, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- Bank OZK (Fort Lauderdale, FL)
- …with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the ... Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership...quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth, and… 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 and offers ... place to work by offering a special brand of relationship banking and by providing a culture where associates...reside in Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio… more