- HSBC (Washington, DC)
- …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
- Citigroup (Washington, DC)
- 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
- Citigroup (Washington, DC)
- …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 (Potomac, MD)
- …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 Maryland-Expected base pay rates for the role… more
- Citigroup (Washington, DC)
- The Community Mortgage Lending Officer is an experienced 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
- City National Bank (Washington, DC)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize,… more
- PNC (Baltimore, MD)
- …of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. **Institutional Asset Management ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- KPMG (Washington, DC)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... and safety and soundness regulations, (such as a compliance manager and/or officer , auditor, examiner, advisor, consultant, or regulatory counselor) at a large… more