- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth ... to the overall cost efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM… more
- CIBC (New York, NY)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- JPMorgan Chase (New York, NY)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust… more
- JPMorgan Chase (Brooklyn, NY)
- …in our organization. **Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer ** + Induction training and acclimation ... Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person… more
- Citizens (Tarrytown, NY)
- Description Consumer Banking Risk has an immediate opening for a Private Wealth Risk Director. As the Private Wealth Risk Director, you will be responsible for ... aspects of risk and compliance associated with a Private Wealth RIA, B/D and Trust Fiduciary, including direct support...direct support for the Chief Fiduciary and Chief Investment Officer , and the heads of the business. Candidate must… 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 (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Citigroup (Stamford, CT)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… 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
- Citizens (Tarrytown, NY)
- …immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for ... focus on aspects of compliance and operational risk for Wealth Management. This includes aspects of material risk related...including direct support to the Chief Fiduciary and Investment Officer of the firm. + Accomplished background in brokerage,… more
- JPMorgan Chase (New York, NY)
- …and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, ... You will also be responsible for risk management, client relationship management, and personal development and training. This role...for and participate in client meetings with the Trust Officer + Work with the Tax Officers and counsel… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust Operations ... and is part of the Chief Operating Officer organization. The individual plays a key role as...role liaises with several internal teams including Information Technology, Relationship Managers and Client Service teams, Compliance, Legal and… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Morgan Stanley (New York, NY)
- …credit, market, liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business unit ... Liquid / Alternatives / Unsecured portfolios. Must escalate material individual relationship or portfolio observations promptly. - Ensure timely review and challenge… more
- City National Bank (New York, NY)
- **BUSINESS DEVELOPMENT OFFICER ** **WHAT IS THE OPPORTUNITY?** Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
- BlackRock (New York, NY)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1 trillion in ... and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and… more
- Citigroup (Bronx, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- CIBC (New Brunswick, NJ)
- 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. ... (https://www.cibc.com/en/about-cibc.html) **What** **You'll** **Be Doing** As the Senior Trust Officer , you will be responsible for the ongoing account management… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Relationship Analyst* ... *POSITION SUMMARY* Registered Client Relationship Analysts help shape the future of service...RESPONSIBILITIES:* *CLIENT SUPPORT* * Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment… more
- Citizens (Valley Stream, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more