- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… 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
- Citigroup (Chicago, IL)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… 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
- Arrow Financial Corporation (Glens Falls, NY)
- …for an experienced professional to join the Trust & Wealth Services team as: Wealth Management Officer This opportunity may be perfect for you if you have ... Meet Deadlines About this position: Responsible for administration of Wealth Management accounts including providing excellent customer service, maintaining… more
- JPMorgan Chase (Rochester, NY)
- …their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust. Through collaboration, intellectual ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- JPMorgan Chase (New York, NY)
- …upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust. **Job Responsibilities:** Technical and ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- US Bank (Iowa City, IA)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts.… more
- Citigroup (Paramus, NJ)
- …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
- Citigroup (Pleasant Hill, CA)
- …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
- JPMorgan Chase (Newark, DE)
- …community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability analyze client needs, identify cross-sell opportunities… more
- JPMorgan Chase (Leawood, KS)
- …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
- JPMorgan Chase (Southfield, MI)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust. **The Trust Team Leader will be… more
- JPMorgan Chase (Tempe, AZ)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- Bank OZK (Fort Lauderdale, FL)
- …with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the ... Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership...quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth, and… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer , Senior Investment Manager at a Wealth Management firm with** **no less ... **to** **discuss** **portfolio performance.** **This position requires excellent** **communication, relationship management, and sales** **skills** **.** **There are sales**… more
- CIBC (St. Louis, MO)
- …family offices, endowments, and foundations as clients. Working closely with Relationship Managers, Investment and Wealth Specialists, and other sales ... investment policies and strategies. * **Collaborate with internal partners:** Work with Relationship Managers, Investment and Wealth Specialists, and other sales… more