- HSBC (Aventura, FL)
- …we all share. Wealth is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of ... the proposition objectives. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as… more
- HSBC (Scarsdale, 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 (Arcadia, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (New York, NY)
- …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 our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (New York, NY)
- …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 (Sacramento, CA)
- …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
- Citigroup (Tampa, FL)
- 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
- JPMorgan Chase (Miami, FL)
- …either at a corporate fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management Solutions comprises a workforce ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts....+ Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries… more
- Berkshire Bank (Glastonbury, CT)
- …Asset Management Department: Berkshire Wealth Management Reports to: SVP, Wealth Management Administration Status: Exempt/ Officer Grade: 12 Pay Range: ... Demonstrated record of meeting new business goals + Demonstrated record of relationship selling + Strong fiduciary background with an emphasis on trust… more
- Citigroup (Tampa, FL)
- …of defense (1LoD) teams, governance, processes, and controls.** **The Data Risk Officer -- VP will be responsible for identifying, anticipating, challenging, and ... will support coverage of Citi's US Personal Banking and Wealth organizations on all elements pertaining to data risk...operational risk coverage team.** **Key Responsibilities:** **The Data Risk Officer - VP** **will ideally be an experienced risk… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual ... cash needs and provides estimates of liquidity needed to relationship team + May perform complex research for tax...Excel spreadsheets + May attend client meetings with Trust Officer and perform special projects as assigned + May… more
- Morgan Stanley (Kansas City, MO)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...evolving environment * * *REPORTS TO:* * Business Service Officer Morgan Stanley's goal is to build and maintain… more
- Citigroup (Queens, 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 (Fullerton, 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
- Morgan Stanley (Pepper Pike, OH)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Analyst/Associate is often the first point...a fast-paced, evolving environment *REPORTS TO:* * Business Service Officer For Ohio-Expected base pay rates for the role… 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
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... exposures on a regular basis to the Chief Risk Officer and senior management. CRM also interacts with business...Morgan Stanley is seeking a candidate to join the Wealth Management Credit Analytics team to lead the development… more