- SMBC (New York, NY)
- …business case development, implementation, and post-launch optimization. + Collaborate with Sales and Relationship Managers to support client engagements and ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Neuberger Berman (New York, NY)
- …of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management , ... Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales … more
- HSBC (New York, NY)
- …to FinTech clients and their products + Extensive client relationships and proven relationship management skills with Global and Inbound Clients, including and a ... Head of Financial Technology Coverage Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Office… more
- HSBC (New York, NY)
- …, Securities & Trust Services and Global Trade & Receivables Finance) and investment management solutions through HSBC Asset Management . The individual ... the selected candidate will be responsible for all aspects of the relationship management function for their coverage portfolio-including oversight of credit,… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... **Role Objectives: Expertise** The job responsibilities are described herein: + Manage relationship with 3rd party tax providers, responding to requests for data in… more
- SMBC (New York, NY)
- …identify/develop distribution related platforms. + Liaise with Relationship Management Department to facilitate proactive asset sales activities ... 10 + years of specialized experience in Trade Finance activities, distribution and relationship management . + Education:BA / BS required, MA/MS/MBA preferred +… more
- SMBC (New York, NY)
- …offers a competitive portfolio of benefits to its employees. **Role Description** The AVP, Sales and Origination handles management of Inside Sales Team ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...as well as identifying new business opportunities and conducting sales calls. The role is hybrid of Inside … more
- HSBC (New York, NY)
- Associate Director, Electronic Trading Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Office ... Trading Coverage Desk in New York. The role centres on the day-to-day management of client flow through our e-platform, supporting both internal clients (Equity… more
- LiveRamp (New York, NY)
- …C-level client executives on a regular basis and maintain strong relationships in sales , service product, and operations to ensure client needs are being met. The ... Director is key to ensuring our customers realize business value from their investment . The ideal candidate will combine a strong working knowledge of technology… more
- SMBC (New York, NY)
- …mitigate risk. + Participate in quarterly and annual portfolio review and related management reporting. + Support the senior Sales originators in the development ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- JPMorgan Chase (New York, NY)
- …products and produce best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products + ... you will assist and promote new and existing client management including managing a team of two, taking a...delivery of concise and persuasive new business presentations and investment reviews + Strong relationship building skills… more
- JPMorgan Chase (New York, NY)
- …delivering clear client support. + Strong understanding and interest in real estate investment management . + Series 7 and Series 3 certifications required (or ... Asset Management (JPMAM). **Job Responsibilities** + Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and… more
- S&P Global (New York, NY)
- …clients overcome their complex business challenges. The team is focused on relationship management , business development, and are intellectually curious. We ... client engagement and solutions. The Head of Private Markets Relationship Management , S&P Global Ratings is a...sector. We are seeking a seasoned professional with consultative sales skills within Private Credit, Fund Finance and Financial… more
- TIAA (New York, NY)
- …insurance licenses completed. Related Skills Business Development, Client Relationship Management , Collaboration, Consultative Communication, Continuous ... **Wealth Client Relationship Manager** Wealth Management Client ... Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management **Anticipated… more
- City National Bank (New York, NY)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU...faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be… more
- Wells Fargo (New York, NY)
- **The Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales ... overall financial needs, with consideration and respect for their total relationship with Wells Fargo. This position, within the Financial Institutions group,… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... sector and/or financial products 4. Advanced skills in financial analytical, sales , presentation, client relationship management , organizing, leadership… more
- Bank of America (New York, NY)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management ...to spending more than 50% of their time on relationship management activities. Assist with and attend… more
- BlackRock (New York, NY)
- …experience working within the investment industry or other relevant field; relationship management or sales experience preferred. BA/BS degree required. ... **About this role** **Role Description:** A Relationship Manager - Associate's primary function is to... teams, product management teams, senior executive management , and our retail sales force. They… more
