- HSBC (Miami, FL)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct… more
- HSBC (Scarsdale, NY)
- …The role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales ... Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall … more
- 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 (Arcadia, CA)
- …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 the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Chatham, NJ)
- …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 (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 (Chicago, IL)
- 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
- Charles Schwab (Washington, DC)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- City National Bank (Nashville, TN)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... 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
- 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