- 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
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (New York, NY)
- …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
- BMO Financial Group (New York, NY)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. ... with external advisors of clients on behalf of the private wealth advisor / relationship manager . + Understands and communicates emerging market trends… more
- KeyBank (New York, NY)
- …, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager * Engages the family's outside advisors * Coordinates ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure… more
- TD Bank (New York, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … more
- HSBC (New York, NY)
- …and leads sales prospect management. The role manages the Client Experience Associates, Wealth Relationship Managers and Wealth Relationship Officers ... within a Wealth Center. As our Wealth Center Manager you will: + Support and drive business development activities and source new high value customers +… 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 ... **The successful candidate will have both "internal audit" and " wealth management" experience.** Responsibilities: + Consistently develop, execute and deliver… more
- Nuveen Investments (New York, NY)
- The VP of Alternatives Marketing, Global Wealth Alternatives works alongside the Global Head of Alternatives Marketing, and the respective Wealth Client ... and financial advisors, supporting fundraising efforts for the firm's expanding wealth alternatives offering globally. Based in Nuveen's New York or Charlotte… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Client Support Supervisor serves two primary functions, they ... coordinate communication with multiple areas of the wealth management business (including, but not limited to, distribution,...bring in subject matter experts earlier in the client relationship ; ensures those existing clients, where it would add… more
- JPMorgan Chase (New York, NY)
- **Role Outline** The Manager Solutions Team is responsible for maintaining a focused platform of high conviction strategies across traditional asset classes. The ... platform is leveraged to build discretionary portfolios and advisory solutions for Wealth Management clients across the International Private Bank, the US Private… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... act as a trusted partner to the Client Service Manager (s) by serving as their primary point of contact...to the following: + Assist clients with CIBC Private Wealth Investor Dashboard + Input all cash processing functions… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. + Arrange and… more
- Citizens (Fort Lee, NJ)
- …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
- 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
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for… more
- BlackRock (New York, NY)
- …of service delivery, and onboarding teams bringing new business onto our platform, ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... US Insurance Business. You will build deep and trusting relationship with the client from a very early stage...and/or asset management industries highly preferred + Proven people manager skills leading large teams and the ability to… more