Client Relationship Manager - Brooklyn - beBeeTrustOfficer

    beBeeTrustOfficer
    beBeeTrustOfficer Brooklyn

    1 day ago

    Job title: KPB Trust Officer

    Description
    • Main Responsibilities:
    • Create and implement trust management strategies
    • Analyze and resolve complex problems with clients' assets and investments


    • The ideal candidate will have sound judgement abilities strong communication skills analytical thinking Microsoft Office proficiency resources technology savvy general knowledge of public finance areas may also be required expertise in specific areas solution delivery experience legal retirement plan business entity set up estate settlement supplemental policies underwriting documents top-producing officers brokerage associates sales leadership exceptional technical IT vendor partnership walk field technician great calibration assurance sell small

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    The Relationship Manager for Corporate Asset Finance originates and manages equipment finance loans and leases through direct or indirect relationships. · ...

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  • Only for registered members New York Full time $119,210 - $221,390 (USD)

    + Develop and manage medium sized/complex infrastructures/parts of sales programmes/initiatives/long term relationships with medium sized accounts to meet customer requirements and to achieve targeted sales, revenue growth and traffic development. · + Identify customer needs / ma ...

  • Only for registered members New York

    +Job summary · This is a full-time Relationship Manager position located in Brooklyn, NY. · ++Conducting client consultations · , Analyzing financial data · , Preparing loan applications , + Strong financial analysis skills with ability to assess clients needs ...

  • Only for registered members Brooklyn, NY

    This is a full-time Relationship Manager position located in Brooklyn NY responsible for building maintaining relationships with real estate clients understanding their financing needs and providing tailored financial solutions. · ...

  • Michael Page New York

    A global financial institution is seeking an Assistant Vice President to join its Corporate Banking team,focusing on relationship management for Japanese corporate clients operating in the Americas. · ...

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    We are seeking an elite global Capital Markets client Relationship Manager to support new business development initiatives. · Support new business development initiatives · Engage with banking and asset management ABS issuers · ...

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    Trove is a leading multi-family office providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations sophisticated wealth management and family governance. · ...

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    We are currently seeking a Relationship Manager in our Commercial Real Estate group. This individual will be responsible for all phases of relationship management and business development.Develop and maintain strong relationships with middle-market and commercial real estate clie ...

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    The Relationship Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions.The Role · The Associate will partner with the Market Team to cultivate relationships with financial advisor ...

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    This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship m ...

  • Only for registered members New York $100,000 - $120,000 (USD)

    +We are seeking a Relationship Manager to be the primary point of contact for a large and diverse portfolio of clients within our Core segment. · ...

  • Only for registered members New York $116,000 - $216,000 (USD)

    The Relationship Manager serves as a primary point of contact and trusted advisor for commercial clients. This role collaborates with other bankers on the development of solutions to meet client needs. · Bachelor's Degree in accounting, finance, or related field or equivalent exp ...

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    The Relationship Manager serves as a primary point of contact and trusted advisor for commercial clients. · Serve as the Trusted Advisor and Business Partner to clients... · ...

  • Only for registered members New York Full time $150,000 - $175,000 (USD)

    Job summaryAs a member of a Private Asset Management (PAM) team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on ...

  • Only for registered members New York

    The Relationship Manager is responsible for the development, maintenance, · and oversight of relationships with new and existing clients. This role combines personal · skills with all the resources of the firm for the purpose of helping clients realize their financial goals.Advis ...

  • Only for registered members New York $150,000 - $225,000 (USD)

    East West Bank is currently seeking a Relationship Manager to help develop, manage & grow the Debtor in Possession (DIP) financing portfolio; responsibilities include evaluating the company's financial situation... · , · ,Evaluating the risk associated with lending to a company i ...

  • Only for registered members New York

    We're seeking a personable, mission-driven Relationship Manager to help expand OMNI's reach across higher education. · The ideal candidate is a connector who thrives on building trust, understanding client needs, and turning conversations into meaningful partnerships. · ...

  • Only for registered members New York

    A global financial institution is seeking an Assistant Vice President to join its Corporate Banking team. · ...

  • Only for registered members New York Full time $116,000 - $216,000 (USD)

    The Relationship Manager serves as a primary point of contact and trusted advisor for commercial clients. · Serve as the Trusted Advisor and Business Partner to clients, · Drive financial performance through profitable cash management/deposit growth and quality credit. · ...

  • Only for registered members New York

    This role is within the Japanese & Asian Corporate Banking Department and requires building business connection with Japanese clients in energy, utilities, metal and trading sectors based in New York and Houston. · ...

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