- HSBC (New York, NY)
- …analysis to improve underlying financial performance acting as a trusted advisor to senior management , provide valued commercial insights to challenge and steer ... Private Bank and Wealth Business Partner Brand: HSBC Area of Interest:...MI tools and define reports to be used by senior management + Active stakeholder engagement and… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...Products. The role is a member of the Citi Wealth Lending Leadership team and a key… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending opportunities as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- JPMorgan Chase (Wilmington, DE)
- …bringing clients the breadth of JP Morgan Chase's expertise and extensive banking, lending , and wealth management capabilities through a dedicated ... a new business for JP Morgan Chase. As the Wealth Management Partnership Program lead within JP...+ Exceptional communication skills, effective in presenting recommendations to senior management and capable of partnering with… more
- Eastern Bank (Boston, MA)
- … services including banking services, residential and commercial lending , cash management , and wealth management . Oversees general administration of ... held businesses, private partnerships, and non-profit organizations. + Knowledge of banking, lending , and wealth management products. + Strong business… more
- UMB Bank (Dubuque, IA)
- …UMB Private Wealth Management , your story is our focus. As the ** Sr . Wealth Advisor** , you will lead a highly integrated team-based approach working to ... The **Private Wealth Management team** serves to manage,...priorities are at the center of every action. The Sr . Wealth Advisor works closely with the… more
- KeyBank (Plymouth Meeting, PA)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities… more
- JPMorgan Chase (New York, NY)
- …Trainee in Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending , banking, and trust and estate ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a...You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... future of financial services. **Job Description:** The Head of Wealth Technology Platform is a senior technology...Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the… more
- Truist (Atlanta, GA)
- …and internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or ... covenants and pricing to recommend deals to credit risk management . Respond to client needs, participating in client presentations,...and experience. Minimum of seven (7) years in structured wealth lending or with large commercial credit… more
- First Horizon Bank (Memphis, TN)
- …to be the best at serving their customers one opportunity at a time. The Lending Services Ops Sr Specialist in our LenderLink group plays a key role ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Sr . Manager, Structured Credit Mortgage Capital Markets **Requisition...a focus on US market requirements. Oversee platforms for lending , risk management , market data, and transaction… more
- Huntington National Bank (Harrisburg, PA)
- …of clients for Corporate Mortgage Finance and across the bank. + Execute upon senior management approved team strategy to meet assigned goals, mitigate and ... policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen...and cross-selling other banking services, including capital markets, treasury management , wealth management + Excellent… more
- First Horizon Bank (Memphis, TN)
- … Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending , depository and Treasury Management services for clients * Assist in ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- City National Bank (Jersey City, NJ)
- …to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and ... * SR . AUDIT MANAGER- TREASURY/FINANCE* WHAT IS THE OPPORTUNITY?...personal trust relationships, propriety mutual funds, investment management , broker/dealer and security sales and trading activities. IT… more
- JPMorgan Chase (New York, NY)
- …and impactful communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management team, you will be a marketing champion for a suite of ... JP Morgan Wealth Management is a critical growth...and promote our comprehensive offerings across investments, banking, and lending . This role sits at the intersection of product… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management -level position responsible for managing a Citi Global Wealth credit portfolio within an ... line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred)… more
- Huntington National Bank (New York, NY)
- …clients for Corporate Mortgage Finance and across the bank. + Develop and implement senior management approved team strategy to meet assigned goals, mitigate and ... policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen...and cross-selling other banking services, including capital markets, treasury management , wealth management + Excellent… more
