- BMO Financial Group (San Francisco, CA)
- …an integrated business development plan. Acts as the primary Relationship Manager for assigned client relationships. Leads/assists with creation of business ... Produces client reports that demonstrate the value provided and assesses clients at- risk for retention. Makes recommendations to senior leaders on strategy and new… more
- Credit Agricole SA (NY)
- …Legal (Americas)Contract typePermanent ContractJob summaryCredit Agricole Corporate and Investment Bank (CACIB) seeks a senior capital markets transactional lawyer ... including debt and equity capital markets, term ABS, strategic equity transactions, the bank 's MTN and CP programs, securitization (direct and through the bank 's… more
- Crowe (Boston, MA)
- …Senior ConsultantCrowe is seeking a Loan Review Senior Consultant to perform credit risk consulting projects for a variety of clients in the financial services ... identify potential credit risksEvaluate whether commercial loan requests adhere to bank policies and proceduresAnalyze and conduct systematic loan reviews of… more
- Bureau Veritas Switzerland AG (Cheshire, CT)
- …Manchester areaPackage: Competitive salary + pounds 4,250 car allowance/company car + private healthcare + buy and sell holidays + other flexible benefitsRole ... work and input into large bids through the Commercial Manager and Bid Support Team.Ensure that projects are delivered...the status of active proposals.To follow all financial and risk procedures in the delivery of projects.Ensure that adequate… more
- City National Bank (Los Angeles, CA)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ... ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Manager , as part of Huntington Private Bank , is responsible for the day-to-day activities and ... interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and...deliver exceptional service to high-net worth clients. The Service Manager is also responsible for maintaining a detailed level… more
- Bank of America (Los Angeles, CA)
- …in risk management to ensure risk is appropriately managed. The Private Wealth Supervision Manager is an integral member of the Office Management Team ... Merrill Private Wealth Supervision Manager Los Angeles,...strategy + Strong interpersonal skills to provide coaching to Private Wealth Advisors to mitigate risk through… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager ...and connects to team strategy, priorities and contributions. + Risk Manager : Ensures proper risk ... is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct… more
- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager ...and connects to team strategy, priorities and contributions. + Risk Manager : Ensures proper risk ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division… more
- First Horizon Bank (Key Largo, FL)
- … Manager for a market is responsible for overseeing Private Banking Relationship Managers including prospecting, commercial client development and maintenance ... policies and regulatory requirements + Provide mentoring and training to other bank associates, including Private Bankers, Portfolio Managers, and Client… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II New York,...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- Bank of America (New York, NY)
- …be clients of the Global Corporate & Investment Bank and/or Merrill or the Private Bank . Strong sector knowledge and strong partnerships across Bank of ... Sr. Relationship Manager - Global Commercial Banking/Non- Bank Financial...Bank Financial Institution ("NBFI") clients. The Global Commercial Bank serves public and private companies with… more
- First Horizon Bank (Atlanta, GA)
- **Description** **Location:** On site at location listed in job posting **Summary** Private Bankers are responsible for business development of professional high net ... **Key Responsibilities Include** + Maintains a client portfolio for the bank (<$10MM) + Expand existing client relationships which generate incremental revenue… more
- Citigroup (New York, NY)
- …and Analysis team in support of the Wealth business which is comprised of the Private Bank , Wealth at Work and Citigold segments, spanning the entire continuum ... The Financial Planning and Analysis Group Manager is a senior management level position responsible...**Responsibilities:** + Lead the FP&A Planning team supporting the Private Bank and Wealth at Work. Activities… more
- M&T Bank (Baltimore, MD)
- …CLOs, Business Development Companies + Professional work experience at CLO Trustee, Loan Agent/ Bank , Middle Office Provider or CLO Manager + System / Application ... Borrowing Base Facilities + Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved + Exposure across… more
- PNC (Palm Beach Gardens, FL)
- …opportunity to contribute to the company's success. As Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Palm Beach ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Leads or supports client management activities… more
- JPMorgan Chase (San Francisco, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... on achieving their desired goals. **Job Responsibilities** + Relationship manager for Private Equity & Venture Funds...& Venture Funds day-to-day activity across the JP Morgan Private Bank platform + Responsible for the… more
- JPMorgan Chase (Miami, FL)
- Posting Description As a Market Manager within JP Morgan's US Private Bank , you will be responsible for working alongside a team of talented colleagues from ... your career to the next level. As a Market Manager you will promote team success by leading and...current client book for future potential, and mitigate client at- risk situations * Ensure bankers are developing client and… more
- Citigroup (New York, NY)
- The Wealth Private Bank (ex-Trust) Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth Private ... Our Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net-worth customer… more
- First Horizon Bank (Fort Lauderdale, FL)
- …Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL **Summary** As a Private Bankers (PB), you are responsible for business development of professional associations ... of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business lending… more
