- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: * Provide a pivotal role in supporting… 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 ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… 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
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (Greenburgh, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Citizens (Tarrytown, NY)
- …impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible ... Officer for a portfolio of regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance… 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. The US CIBC Private...brand, while helping CIBC become a strong, innovative and relationship -oriented bank. **What You'll Be Doing:** The PWG Executive… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... exposures on a regular basis to the Chief Risk Officer and senior management. CRM also interacts with business...Morgan Stanley is seeking a candidate to join the Wealth Management Credit Analytics team to lead the development… more
- International Rescue Committee (New York, NY)
- Requisition ID: req56361 Job Title: Senior Officer , Strategic Philanthropy Sector: Fundraising Employment Category: Regular Employment Type: Full-Time Compensation: ... dynamic and innovative leader to join our Philanthropy Team. The Senior Officer , Strategic Philanthropy, will establish and implement the overarching strategy and… more
- Citigroup (New York, NY)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... **Job Summary** A Service Officer provides service support to the Citi Private...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more
- Citigroup (New York, 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
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer - Global Transaction Banking **Requisition ID:** 211413 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York, NY** Global Transaction… 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
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *PWM Client Relationship Analyst* ... *POSITION SUMMARY* Client Relationship Analysts help shape the future of service...RESPONSIBILITIES:* *CLIENT SUPPORT* * Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department manager(s) by… 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 ... scale and evolve BlackRock's overall client servicing capabilities. **Client Service Officer Role Overview** Client Service Officers "CSOs" are dedicated client… more
- Neuberger Berman (New York, NY)
- …client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, and investment management accounts. ... **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil client requests for distributions,… more
- Scotiabank (New York, NY)
- …results, in an inclusive and high-performing culture. **Director, Treasury Management Officer , Global Transaction Banking (Consumer Industrials and Retail - CIR)** ... an inclusive and high-performing culture. Purpose: As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers… more
- Scotiabank (New York, NY)
- …PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE REGIONAL CERTIFYING OFFICER OF THE US DEPARTMENT OF LABOR TO: Certifying Officer US ... with respect to operational, compliance, AML/ATF/sanctions, and conduct risk. Relationship management and cross collaboration including: Coordinate with the various… 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 ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more