- Neuberger Berman (New York, NY)
- …31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ ... new talent, and bolstering investment, operations, and technology capabilities. **Summary:** NB Private Wealth oversees approximately $65 billion in assets for… more
- Citigroup (New York, NY)
- …(SCF), Art-backed Finance as well as tailored solutions to target market clients of the Private Bank. Wealth Credit Management (WCM) is a critical component ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for growth and are ... collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to...to grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps… more
- Robert Half Finance & Accounting (New York, NY)
- …the midtown Manhattan office. Key responsibilities for this Portfolio and Wealth Advisory Associate role include client relationship management , portfolio ... Description Robert Half Financial Services are recruiting for a Portfolio and Wealth Advisory Associate role within...services or wealth advisory experience at a wealth manager, RIA or private bank. This… more
- Citizens (Tarrytown, NY)
- …expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the ... industry leader has been appointed as Head of Citizens Private Wealth Managers to oversee the strategy....day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio … more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary investment ...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- CIBC (New York, NY)
- …+ Bachelor's degree and/or MBA, CFA, CPA, CFP, JD + 10+ years experience in portfolio management , personal tax, wealth management , financial planning. + ... **How you'll succeed** + Manage client relationships and the portfolio to maximize client retention and grow the business...People Management , Profitability Management , Risk Management and Mitigation, Wealth Management … more
- JPMorgan Chase (New York, NY)
- …Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- JPMorgan Chase (New York, NY)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… more
- City National Bank (Jersey City, NJ)
- …financial industry. + **Domain Expertise:** Comprehensive knowledge of wealth management operations, including account management , portfolio ... financial advisory services. + Familiarity with industry-specific software and tools used in wealth management operations, such as portfolio management … more
- City National Bank (Jersey City, NJ)
- …analytics strategy that is in line with the business goals of the entertainment banking, private banking and wealth management division. You will ensure that ... actionable insights. You will promote data-driven decision-making within the entertainment banking, private banking, and wealth management division. +… more
- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Stamford, CT)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... You could access a range of responsive banking, investing, wealth management & planning services and access...project launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private… more
- Truist (New York, NY)
- …sales goals, identifying and delivering on client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth ... Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and...1. Bachelor's Degree 2. 8 years or more of private banking experience in wealth -focused roles 3.… more
- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... Citi Global Wealth brings together the full power of Citi...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
- Neuberger Berman (New York, NY)
- …Input client data into eMoney financial planning software to develop comprehensive Wealth Planning Analyses. + **Project Management :** Lead ad-hoc projects ... Group. + **Support:** Serve as the first level of support for our wealth advisors and portfolio managers. + **Administration:** Oversee day-to-day administrative… more
- Morgan Stanley (New York, NY)
- … Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the ... and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Critically examines current holdings to evaluate if … more
- Citigroup (New York, NY)
- …groups, and support project launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization ... all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group + Review and analyze financials during monthly close +… more
- TD Bank (White Plains, NY)
- …the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management , wealth ... more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitors + Represents TD … more