- Citigroup (Greenwich, CT)
- …in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies ... 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 (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...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Citigroup (Stamford, CT)
- The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- KPMG (Stamford, CT)
- **Business Title:** Manager /Senior Manager , Asset Management International Tax **Requisition Number:** 119502 - 20 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Manager /Senior Manager to join our International Tax...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more
- Bank of America (Stamford, CT)
- …to make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk based coverage plan for specific portfolio(s). ... agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for a specific… more