- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... relevant product expertise and 2) Strategic alignment of Citi Wealth 's client -facing resources with global wealth...ensuring delivery, alignment, and consistency of initiatives for the Integrated Client Engagement organization. Core… more
- Bank of America (New York, NY)
- …on clients. + Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our… more
- Bank of America (Clayton, MO)
- …on clients. + Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our… more
- Bank of America (Las Vegas, NV)
- …those strategies with clients' Advisors where appropriate. **Responsibilities:** + Leads the wealth planning engagement process with clients from start to finish ... Wealth Strategies Advisor Las Vegas, Nevada **Job Description:**...planning solutions based on these analyses + Develops holistic, integrated planning strategies for clients with a focus on… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic,...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more
- CIBC (Chicago, IL)
- …Commercial & Wealth franchises. **What you'll be doing:** CIBC Private Wealth Management provides integrated wealth management, investment advisory, ... of the Client Service Associate's responsibilities. **How you'll succeed** + ** Client engagement -** Meet with clients to understand their priorities, advise… more
- Bank of America (San Diego, CA)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Bank of America (Houston, TX)
- …individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Citizens (Melville, NY)
- …behavioral change management, coach your team on consistent execution of our defined client engagement process and lead your team on day-to-day execution of ... and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning of the time,… more