Top 20 companies that use Wealth Management

2. JPMorgan Chase & Co.

How JPMorgan Chase & Co. uses Wealth Management:

• Provide wealth management guidance for JPMorgan private clients.
• Functioned as a Trust Officer and Assistant to the Department Head of the Wealth Management Group.
• Partner closely with partners in Business, Mortgage and Wealth Management to create complete banking solutions for clients.

Most common skills for JPMorgan Chase & Co.:

• Customer Service
• QA
• Process Improvement
• Customer Inquiries
• Customer Accounts
• SharePoint

3. Bank of America

How Bank of America uses Wealth Management:

• Established wealth management referrals by deepening relationship and business opportunities with clients.
• Created presentation of vision/strategy of Wealth Management Banking for top senior executives of the company.
• Supported and directed clients on current income options, future expectations, and available wealth management instruments.

Most common skills for Bank of America:

• Customer Service
• SharePoint
• Credit Card
• Process Improvement
• FHA
• Sigma

4. Cherry Bekaert

Most common skills for Cherry Bekaert:

• Audit Engagements
• Transfer Pricing
• Shared Services
• Taxation
• Local Tax
• Audit Programs

5. U.S. Bank

How U.S. Bank uses Wealth Management:

• Provided wealth management services for book of 250 clients with managed assets in excess of $250 million.
• Marketed wealth management services to the affluent.
• Developed the banker and wealth management team to the needs of the bank.

Most common skills for U.S. Bank:

• Customer Service
• ATM
• Credit Card
• Loan Applications
• Bank Products
• Customer Accounts

6. Bankers Life Insurance Company

Most common skills for Bankers Life Insurance Company:

• Annuities
• Term Care
• Cold Calls
• Financial Resources
• Retirement Planning
• Medicare

7. J.P. Morgan

Most common skills for J.P. Morgan:

• Securities
• Risk Management
• Due Diligence
• Project Management
• Client Relationships
• Java

8. UBS

How UBS uses Wealth Management:

• Assisted top performing Financial Advisor providing wealth management services to an ultra high net worth client base.
• Managed internal events for senior executives within Global Wealth Management & Business Banking Divisions.
• Served as primary point of contact, identifying and meeting financial service needs of private wealth management clients.

Most common skills for UBS:

• Unix
• QA
• Securities
• Equities
• Fixed Income
• Java

9. Morgan Stanley

How Morgan Stanley uses Wealth Management:

• Served high and ultra high net worth individual and family private wealth management accounts within a high-volume team of top producers.
• Secure prospective clients in need of wealth management advice through provision of cold and warm sales calls, workshops and referrals.
• Supported and processed daily client requests and transactions for wealth management.

Most common skills for Morgan Stanley:

• Securities
• Java
• Risk Management
• SharePoint
• Fixed Income
• Derivative

10. Citi

How Citi uses Wealth Management:

• Worked closely with Citi Personal Wealth Management team in constructing financial snapshots to provide clients with appropriate investment recommendations.
• Managed and performed assessments on third party vendors to ensure the Global Wealth Management information security standard was followed.
• Key achievements include: Part of the initial team for Wealth Management.

Most common skills for Citi:

• Customer Service
• Project Management
• Outbound Calls
• UAT
• Unix
• Credit Card

11. Fidelity Investments

How Fidelity Investments uses Wealth Management:

• Prepare priority of payment calculations (waterfalls) and distributions for wealth management and retirement income planning clients.
• Delivered customized wealth management solutions to high-net-worth investors.
• Focused on individual wealth management solutions to help achieve accumulation, preservation, and distribution goals.

Most common skills for Fidelity Investments:

• Customer Service
• QA
• Process Improvement
• Project Management
• Inbound Calls
• Problem Resolution

12. Charles Schwab

How Charles Schwab uses Wealth Management:

• Created a business strategy to ensure our branch professional execute on delivering wealth management services to current and prospective clients.
• Educated high net wealth active trader clients in regards to trading strategy, rules, wealth management and taxes.

Most common skills for Charles Schwab:

• QA
• Business Development
• Project Management
• Securities
• B2C
• Test Cases

13. MassMutual

How MassMutual uses Wealth Management:

• Developed wealth management solutions for clients.

Most common skills for MassMutual:

• Logo Design
• Financial Reports
• Financial Services
• Life Insurance
• Risk Management
• Data Analysis

14. First Interstate BancSystem

Most common skills for First Interstate BancSystem:

• Strategic Plan

15. Goldman Sachs

How Goldman Sachs uses Wealth Management:

• Managed specific components of a strategic custody platform implementation for Private Wealth Management.

Most common skills for Goldman Sachs:

• PowerPoint
• Derivative
• Java
• Securities
• Linux
• Fixed Income

16. Northern Trust

How Northern Trust uses Wealth Management:

• Integrated alternative investments and banking products to enhance clients' overall wealth management.

Most common skills for Northern Trust:

• Securities
• SharePoint
• Financial Statements
• ETL
• Maven
• Process Improvement

17. Old National Bank

Most common skills for Old National Bank:

• Bonds
• Customer Service
• Security Incidents
• Customer Inquiries
• Scheduling Appointments
• Bank Secrecy Act

18. Equitable Holdings

Most common skills for Equitable Holdings:

• Financial Products
• GAAP
• Direct Reports
• Client Relationships
• Life Insurance
• Scheduling Appointments

19. Citizens Financial Group

Most common skills for Citizens Financial Group:

• C #
• Cisco Asa
• Customer Inquiries
• Organizational Charts
• Due Diligence
• AML

20. Wintrust Financial

Most common skills for Wintrust Financial:

• ACH
• Compliance Reviews
• Financial Results
• Tomcat
• Financial Models
• SSAS