- Truist (Miami, FL)
- …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
- Citigroup (Coral Gables, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- First Horizon Bank (Miami, FL)
- …**Location:** On site at offices within company's geographic footprint. **Summary** The Portfolio Manager assists in the assessment of risk and management ... of the Bank's loan portfolio by providing analytical and credit oversight....its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Bank of America (Miami, FL)
- Portfolio Manager III Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... the firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship… more
- First Horizon Bank (Miami, FL)
- …factors related to First Horizon's underwriting policies and guidelines. + Works with the Portfolio Manager (PM) and Relationship Manager (RM) in completing ... within company's geographic footprint. **Summary** At First Horizon, the Credit Associate is a member of the credit...and analysis and supports PM and RM on ongoing portfolio management and new origination evaluations. + Identify emerging… more
- First Horizon Bank (Fort Lauderdale, FL)
- …FL; West Palm Beach, FL **Summary** At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the ... AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio , centers of influence and other proactive measures to grow market share.… more
- Citizens (Miami, FL)
- …such as credit , liquidity, interest rate management, treasury solutions, and Wealth Management. We have multiple openings in Florida as we expand our footprint!! ... to more complex portfolios, and a strong background in sales and proven credit skills. These senior level performers will have an immediate impact. We reward… more
- Truist (Miami, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- JPMorgan Chase (Miami, FL)
- …in regard to executing and managing brokerage activity. + Demonstrated understanding of wealth management including, but not limited to: credit , deposits, trust ... Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the overall priorities of the Investor team.… more