- JPMorgan Chase (New York, NY)
- **Job Summary:** As an Estate Professional within our Wealth Management Solutions , Trust & Estates team, you will have the opportunity to support and ... and proprietary software quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate management… more
- JPMorgan Chase (New York, NY)
- …their advisors * Ability to work in a team-based environment. Client Relationship Management * Estate Officers must develop relationships with beneficiaries and ... Officers are also required to assist in training and developing their Estate Administrators and Professionals, including performance management and feedback… more
- JPMorgan Chase (New York, NY)
- …global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' ... relationships and making meaningful contributions to our business with customized wealth management solutions . You'll work with product specialists on an… more
- Citigroup (New York, NY)
- **Citi Wealth Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi's leading Investment ... role is part of the Markets team within Citi Wealth Investment Solutions , reporting to the head..., which includes acquisition / sales of strategic equity solutions , commercial real estate financing opportunities, commodities… more
- Bank of America (New York, NY)
- …goals, and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by ... financial objectives and priorities to deliver comprehensive financial and estate planning solutions , giving special attention to...to deliver the full suite of wealth management services. The strategist answers client's estate … more
- Bank of America (Paramus, NJ)
- …services to address their high- and ultra-high net worth clients' trust, estate / wealth transfer, and financial planning needs. Key responsibilities include ... wealth planning + Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and … more
- Deloitte (New York, NY)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. ... vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only...to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior… more
- JPMorgan Chase (New York, NY)
- …firm to promote the firm's investment strategies in an effort to increase assets under management . Private Wealth Alternatives in the US is a rapidly growing $2 ... **Job Summary:** As a Private Wealth Alternatives Internal Client Advisoryou will have the...a leading Alternatives manager (over $200 Billion assets under management globally across real estate , infrastructure and… more
- JPMorgan Chase (New York, NY)
- …certificate, with paralegal experience in trust and estates practice preferred. JP Morgan Wealth Management Solutions comprises a workforce of more than ... of accounts. You will also be responsible for risk management , client relationship management , and personal development...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust/ estate… more
- Morgan Stanley (Purchase, NY)
- …is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management 's ultra-high net-worth and institutional clients. The team has ... long-term incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Strategies & Planning… more
- Citigroup (New York, NY)
- …as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus + BA/BS(required) + MBA a plus + Certified ... include consulting with clients, understanding their Deposit & Treasury Management needs and positioning solutions which help...products, banking & the client sales cycle + Treasury management experience with Financial Firms, Real Estate ,… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Trust & Estate Specialist ... Morgan Stanley's Private Wealth Management (PWM) Division focuses on...and recommendations including: * Cash flow modeling and liquidity management * Estate , gift, and generation skipping… more
- JPMorgan Chase (New York, NY)
- …strategic asset allocation, portfolio construction and risk management to develop portfolio solutions for our clients. + **Real Estate ** : We come up with ... help us innovate the next wave of products and solutions for our clients. You'll have what you need...your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will… more
- JPMorgan Chase (New York, NY)
- …on key principles, and proactively managing risks. The Chief Risk Officer of Asset Wealth Management (AWM CRO) reports directly to the firm wide CRO and ... Equity, Private Credit and Real Assets, which includes Real Estate , Infrastructure, Transportation and Natural Resources. Our team is...Risk Operating Committee as well as the Asset and Wealth Management Operating Committee. The AM Risk… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... of credit, market, liquidity, operational, model and other risks. Department Profile Wealth Management (WM) provides a comprehensive array of financial services… more
- JPMorgan Chase (New York, NY)
- …to building client relationships and making meaningful contributions to our business with customized wealth management solutions . You'll work with a team of ... your skills. During Analyst Program, you'll gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...Economics/equivalent experience + Knowledge in marketing and selling Private Wealth credit solutions ; engaging, addressing, influencing lending… more
- Bank of America (Paramus, NJ)
- …+ Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem ... Risk Management + Business Development + Client Management + Wealth Planning + Customer and...and Client Focus + Client Experience Branding + Client Solutions Advisory + Process Management + Decision… more
- Morgan Stanley (Purchase, NY)
- …significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley, ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services… more
- Morgan Stanley (Purchase, NY)
- …significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley, ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services… more