- Truist (Charlotte, NC)
- …for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
- Truist (Atlanta, GA)
- …of document preparation and closings as needed. Vital part of the team approach in the Wealth credit delivery model and may act as an additional contact to the ... for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit ...client in collaboration with the Relationship Manager , Wealth Advisor or Structured Lending Consultant.… more
- Citigroup (Tampa, FL)
- …reports, and communicate findings. **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk Management **Time Type:** Full time **Primary ... Residential Real Estate (RRE) Risk Policy and Underwriting Group Manager is a senior credit risk role,...high-ticket and/or complex RRE loans escalated to 2LOD. + ** Credit Quality Monitoring:** Monitor RRE loan portfolio … more
- HSBC (New York, NY)
- …fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the...will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing… more
- HSBC (New York, NY)
- …acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with...you will provide financial solutions and opportunities to your portfolio of clients + Maintain the highest standard of… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Client Support Supervisor serves two primary functions, they ... coordinate communication with multiple areas of the wealth management business (including, but not limited to, distribution, supervision, product, operations, legal,… more
- Truist (Jupiter, FL)
- …**Please review the following job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works ... as manager , or with training teammates 4. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully… more
- City National Bank (New York, NY)
- …and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the Wealth ... and develop solutions across investments including brokerage, trust and wealth transfer, credit , deposit, and all other...check this data for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth… more
- Citigroup (Chicago, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more
- US Bank (Phoenix, AZ)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- US Bank (Los Angeles, CA)
- …where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction ... and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly...specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. +… more
- BMO Financial Group (Indianapolis, IN)
- …requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as ... develop and execute the growth and retention strategy the portfolio . + Provides superior service to an assigned ...meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client… more
- Bank of America (Newport Beach, CA)
- …us! **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration ... GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach,...finance) *Serve as main point of contact for regional portfolio of credit relationships *Synthesize appropriate financial… more
- CIBC (Chicago, IL)
- …relationships + Increase referral activity across all lines of business JOB PURPOSE The Portfolio Manager primary purpose is to ensure objectives related to ... credit underwriting and internal portfolio management are...portfolio administrative activity. KEY ACCOUNTABILITIES / RESPONSIBILITIES The Portfolio Manager will be responsible for but… more
- CIBC (Chicago, IL)
- …& Wealth franchises. JOB PURPOSE People management, underwriting and credit approvals, client onboarding/closing, client portfolio maintenance in a manner ... Head; provides PM initial comp recommendations to Group Head + Advise on credit actions related to the existing portfolio (eg, structure, waivers, modifications… more
- Scotiabank (New York, NY)
- …and effective credit risk assessment, credit adjudication and portfolio /risk management. This Manager will be specifically responsible for managing the ... Manager , US Credit Risk, Risk Reporting **Requisition...development and production of portfolio reporting, analytical tools, and credit related data,… more
- First Horizon Bank (Starke, FL)
- …other typical managerial activities + The Credit Risk Model Development Manager will lead projects related his/her portfolio (s) **QUALIFICATIONS** To perform ... site listed in the job posting. **SUMMARY** The Consumer Credit Risk Model Manager reports to the...the development, testing, implementation, monitoring, documentation, and maintenance of credit risk models in the Consumer portfolio .… more
- CIBC (Chicago, IL)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Sr. Portfolio Manager primary purpose is to ensure objectives related ... to credit underwriting and internal portfolio management are... administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Sr. Portfolio Manager will be responsible for but… more
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