- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As… more
- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth ... WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually… more
- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst ... Citi Global Wealth brings together the full power of Citi...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- HSBC (Scarsdale, NY)
- …we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide ... and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and… more
- Citigroup (Paramus, NJ)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- JPMorgan Chase (New York, NY)
- …clearing blockers for both teams, and communicating the impact of our work. Lead the relationship with our Asset Wealth Management & JP Morgan Wealth ... high-quality products that resonate with clients. As a Product Manager in Digital Channels, you are an integral part...the product strategy within Digital Channels for our Asset Wealth Management & JP Morgan Wealth Management… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... negotiation skills + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a… more
- Citigroup (New York, NY)
- …elevated financial relationship with a higher level of service and wealth management. Citi Private Bank is dedicated to serving the world's wealthiest ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...senior designers effectively + Work as a highly effective " manager of managers" providing guidance and opportunities for junior… more
- City National Bank (Jersey City, NJ)
- * MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Audit Senior Manager /Director and senior management in meetings, presentations, and/or written reports… 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 businesses. This ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly created ... regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management. Responsibilities include: + This leader will serve as the… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... onboarding, along with on-going product management + Work closely with carrier relationship management team to establish and maintain strong relationships with our… more
- City National Bank (New York, NY)
- *PRIVATE BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment analysis and wealth planning ... specific region. Partners with Private Banking team in business development and relationship management activities to support prospects and clients. *WHAT YOU WILL… more
- Publicis Groupe (New York, NY)
- …the products and services their customers truly value. **Overview** As a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York;New York, New York **Job Description:** This job is responsible for leading the overall service ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Citizens (Bronxville, NY)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client...a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens… more
- Citizens (East Orange, NJ)
- …development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent ... right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners(R) (CFPs), creating the Citizens… more
- AON (New York, NY)
- Aon is looking for a Relationship Manager , Equities Performance NY, New York - Hybrid Do you want to be part of a collaborative team? Are you looking to make an ... banking and capital markets, investment management, commercial banking, and wealth . We have a singular focus: helping our clients...expertise. We currently have an immediate need for a Relationship Manager to join Revenue GPS our… more