- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As… more
- 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 (Greenwich, CT)
- …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
- HSBC (Scarsdale, NY)
- …products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of ... role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer, you will: + Provide high quality sales support to an… more
- Citigroup (Greenburgh, 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
- KeyBank (Tarrytown, NY)
- …, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager * Engages the family's outside advisors * Coordinates ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure… more
- HSBC (New York, NY)
- …leads sales prospect management. The role manages the Client Experience Associates and Premier Relationship Managers within a Wealth Center. As our Wealth ... investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention… 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
- City National Bank (New York, NY)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… 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
- Citigroup (New York, NY)
- …product ownership, product manager , or related role + Strong background in wealth management with a deep understanding of the industry + Proven track record of ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. +… 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
- Citigroup (New York, NY)
- …+ 10+ years of experience in financial services product ownership, product manager , or related role + Proven track record of delivering similar targeting ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. +… 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 (Fort Lee, 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
- 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
- Bank of America (Paramus, NJ)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of ... Global Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the New Jersey...Credit, Global Markets products, Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. The GCB NBFI… 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 (West Harrison, 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