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Job Summary The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members of the Product Management team.
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GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets.
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Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc). Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members of the Product Management team.
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Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Understand and identify credit needs which can range from Advisory Lending, Securities Based Lending, Retail Lending, and investment needs (liquidity, cash management) of current and potential Private Banking clients and offer banking solutions as part of an integrated Wealth Management client team.
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The VP, Relationship Manager in Wealth Management is responsible for attracting new clients and identifying potential prospects within established portfolio in order to meet business development goals.
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Duties: Deepen client relationships and promote Citi’s unique wealth management products and services developed specifically for Latin American clients and Brazilian client segments. Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, Economics, or related field and 7 years of progressive, post-baccalaureate experience as an Associate Banker, Control Analyst, or related position involving providing support for wealth management services within the financial services industry.
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The position supports the lending unit within Global Wealth Management (“Investment Finance”), which caters to the credit needs of High Net Worth individuals. Working alongside the loan structuring team to assist in the marketing and sale of Citi Wealth Management’s lending product range.
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Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard.
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