- HSBC (New York, NY)
- …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 (Chatham, NJ)
- …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 (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 (Jersey City, NJ)
- …responsible for the testing of controls that are designed and owned by Citi's Wealth departments. The Business Risk Officer is a strategic professional who stays ... application in own job and the business. The Citi Wealth business delivers a comprehensive wealth solution...Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and… 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
- 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
- Citigroup (Jersey City, NJ)
- …responsible for the testing of controls that are designed and owned by Citi's Wealth departments. The Business Risk Officer is a strategic professional who stays ... application in own job and the business. The Citi Wealth business delivers a comprehensive wealth solution...Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... immigration or income restrictions. OFE is seeking a Program Officer to join OFE's Financial Counseling and Coaching team,...New Yorkers and communities with low incomes in building wealth and improving their financial health by helping New… more
- International Rescue Committee (New York, NY)
- …$4.9M). With a geographic focus on the eastern region of the United States, the Officer will serve as a relationship manager throughout the donor life cycle. ... Requisition ID: req55033 Job Title: Officer , Major Giving (East) Sector: Fundraising Employment Category:...prospects (defined as donors, prospective donors, and suspects with wealth capacity ratings of at least $100K and up… more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments (ie, ... client-facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB- Wealth -Common Control Testing Utility; 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
- Tradeweb (New York, NY)
- Tradeweb Compliance is looking for a junior to mid-level compliance officer to support our core compliance functions across our regulated entities globally. You will ... a reporting line to a supportive and experienced compliance officer based in New York. You will have a...able to work independently + Leverage strong communication and relationship -building skills in frequent interaction with other areas of… more
- US Tech Solutions (New York, NY)
- …to perm - Hybrid Schedule: 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth ... development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents. Fiduciary… more
- Citigroup (Newark, NJ)
- 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
- City National Bank (New York, NY)
- **PRIVATE BANKING OFFICER III** **WHAT IS THE OPPORTUNITY?** Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private ... services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain… more
- Tradeweb (New York, NY)
- …with various team and departments including Legal, Onboarding, Business Development, Relationship Management Support, and HR to identify and address regulatory risks ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *Client Relationship Analyst* **Location:** *New ... Client Relationship Analysts help shape the future of service...RESPONSIBILITIES: CLIENT SUPPORT * Assists Financial Advisors / Private Wealth Advisors in company with all requirements in new… more
- City National Bank (New York, NY)
- …auditors and/or intermediaries to complete all audits and reviews. + Coordinate with Wealth Management Chief Compliance Officer and CNR Chief Compliance ... with CNB in-house and outside counsel, Executive Management Team, Chief Investment Officer /Investment team, and WM New Product Committee. + CNR Business Team Lead… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… 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 ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more