- 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
- 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
- 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 (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
- 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
- CIBC (New York, NY)
- …and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... investment policies and strategies of the organization. + In partnership with Relationship Managers, Investment and Wealth Specialists and other sales… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). * * **Job:** ** Wealth Management* **Title:** *Institutional Service Officer - VP* ... Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations. IIS is responsible for all client service… 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
- 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
- City National Bank (New York, NY)
- …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
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... banking and credit: general understanding of investments, trust and wealth transfer * 7+ years of successful experience in...Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening +… more
- Citigroup (New York, NY)
- …Compliance Risk Management ("ICRM") functions, Finance/Treasury and the Chief Operating Officer as well as the Markets, Services, Banking and International, Personal ... Banking & Wealth Management and Legacy Franchises businesses. The BRL Group...requirements. This Group also serves as one of the relationship managers for legal and policy issues with US… more
- Morgan Stanley (New York, NY)
- …Global coverage of the daily Loans Profit & Loss reporting covering the Relationship and Event Lending portfolios within Global Capital Markets. The team also ... efficiencies. *Department Profile:* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the… more
- Scotiabank (New York, NY)
- …closely with the US Head of Credit Risk, and the US Chief Risk Officer , to present non-investment grade credit risk management issues and concerns to senior ... related responsibility + The successful candidate will also be an excellent communicator and relationship builder who: + Understands how to bring the best out of his… more