- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth ... to the overall cost efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM… 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 ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- CIBC (New York, NY)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- Citigroup (Stamford, CT)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Citigroup (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- JPMorgan Chase (Scarsdale, 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
- CIBC (New York, NY)
- …and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... investment policies and strategies of the organization. + In partnership with Relationship Managers, Investment and Wealth Specialists and other sales… more
- Citigroup (Plainview, 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
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). * * **Job:** ** Wealth Management* **Title:** *Institutional Service Officer - VP* ... Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations. IIS is responsible for all client service… more
- Morgan Stanley (New York, NY)
- …credit, market, liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business unit ... Liquid / Alternatives / Unsecured portfolios. Must escalate material individual relationship or portfolio observations promptly. - Ensure timely review and challenge… more
- Citigroup (Greenburgh, NY)
- 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)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1 trillion in ... and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and… more
- Citizens (Rye, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… more
- Morgan Stanley (New York, NY)
- …and reports on credit risk exposures on a regular basis to the Chief Risk Officer and Firm Risk Management. CRM also interacts with business units to ensure that ... and risk rating. Primary Responsibilities - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business… more
- TIAA (New York, NY)
- …in the United States. Business lines consists of Institutional Retirement, Wealth , Broker-Dealer, TC Funds, Life Insurance, Nuveen affiliates, and education savings. ... relevant business unit management and report results and issues to the TIAA BSA/AML Officer for further action. + Working with the business lines to create and… 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. ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these...brand, while helping CIBC become a strong, innovative and relationship -oriented bank for a modern world. **What You'll Be… 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 ... banking and credit: general understanding of investments, trust and wealth transfer * 7+ years of successful experience in...Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening +… more
- Citigroup (New York, NY)
- …Compliance Risk Management ("ICRM") functions, Finance/Treasury and the Chief Operating Officer as well as the Markets, Services, Banking and International, Personal ... Banking & Wealth Management and Legacy Franchises businesses. The BRL Group...requirements. This Group also serves as one of the relationship managers for legal and policy issues with US… more
- Morgan Stanley (New York, NY)
- …Global coverage of the daily Loans Profit & Loss reporting covering the Relationship and Event Lending portfolios within Global Capital Markets. The team also ... efficiencies. *Department Profile:* The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the… more