- 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
- 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
- Nuveen Investments (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
- 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
- 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
- PNC (East Brunswick, NJ)
- …Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Business ... or participate in STEM OPT for this position. **Job Description** + Sets relationship strategies and directs relationship management activities with new… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part of a team...+ Minimum 2 years of experience, ideally in the investment management industry, in areas of client… more
