Wealth Management, Deposit - New York

Only for registered members New York, United States

2 weeks ago

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Job summary

Wealth Management is a global leader in investment and wealth management. The division offers investment management across all major asset classes. For individual investors, the business also provides retirement products and services.

Responsibilities

Partner with clients to drive increased penetration of banking products and solutions for existing and new clients Collaborate with colleagues to proactively provide treasury cash management solutions Present proposals based on client needs Manage rate and pricing exceptions within delegated authorities

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