- 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 (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 ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- JPMorgan Chase (New York, NY)
- …upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust. **Job Responsibilities:** Technical and ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… 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
- 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
- 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
- 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 ... all New Yorkers. OFE is currently seeking a Program Officer to join OFE's Asset Building team, whose primary...Annual Tax Season Initiative. This individual is an enthusiastic relationship builder and organized project manager who will lead… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer - Global Transaction Banking **Requisition ID:** 211413 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York, NY** Global Transaction… 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
- 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
- BlackRock (New York, NY)
- …service delivery, and onboarding teams bringing new business onto our platform 2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... and take on responsibility as a lead client service officer for Insurance clients. You will also collaborate with...onboarding events and / or change management. **Client Service Officer Role** + Build **relationships** , foster connectivity &… more
- S&P Global (New York, NY)
- …and empathy. The role will be a trusted partner to the Chief Financial Officer , Chief Client Officer , and their broader leadership team. The Global People ... with a high level of EQ and focus on relationship building. + Advanced communication skills. This includes the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Scotiabank (New York, NY)
- …PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE REGIONAL CERTIFYING OFFICER OF THE US DEPARTMENT OF LABOR TO: Certifying Officer US ... with respect to operational, compliance, AML/ATF/sanctions, and conduct risk. Relationship management and cross collaboration including: Coordinate with the various… 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
- First Horizon Bank (New York, NY)
- …Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, ... necessary. + Assist team in providing training and market support to the relationship management team. + Maintain sales materials and performs other duties as… more
- City National Bank (New York, NY)
- …position will work with the City National Bank's ("CNB") Business Control Officer ("BCO") team for Corporate Functions, specifically Finance and Accounting, and will ... and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more