- 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)
- …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
- JPMorgan Chase (New York, NY)
- …clearing blockers for both teams, and communicating the impact of our work. Lead the relationship with our Asset Wealth Management & JP Morgan Wealth ... high-quality products that resonate with clients. As a Product Manager in Digital Channels, you are an integral part...the product strategy within Digital Channels for our Asset Wealth Management & JP Morgan Wealth Management… 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 ... negotiation skills + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a… more
- Citigroup (New York, NY)
- …elevated financial relationship with a higher level of service and wealth management. Citi Private Bank is dedicated to serving the world's wealthiest ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...senior designers effectively + Work as a highly effective " manager of managers" providing guidance and opportunities for junior… more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments businesses. This ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... onboarding, along with on-going product management + Work closely with carrier relationship management team to establish and maintain strong relationships with our… more
- City National Bank (New York, NY)
- *PRIVATE BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment analysis and wealth planning ... specific region. Partners with Private Banking team in business development and relationship management activities to support prospects and clients. *WHAT YOU WILL… more
- Publicis Groupe (New York, NY)
- …the products and services their customers truly value. **Overview** As a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York;New York, New York **Job Description:** This job is responsible for leading the overall service ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Citizens (Brick, 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
- Citizens (Long Branch, NJ)
- …development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent ... right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners(R) (CFPs), creating 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
- S&P Global (New York, NY)
- …markets are covered in a coordinated manner - either locally or by the Relationship Manager . + Coordinating with other partners such as the Regional Private ... relationships with Asset Owners - Insurance Companies, Pension Funds and their advisors, Sovereign Wealth Funds etc. - as being key to our success to execute on the… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...and their advisors the personalized service of a dedicated wealth management business and the global resources of one… 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
- JPMorgan Chase (New York, NY)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more