- Truist (Charlotte, NC)
- …and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is ... credit exposure for the most complex and largest credit relationships for the Wealth Medical Specialty...identifying issues and following through for remediation. + Coordinate credit and loan portfolio administration activities such… more
- Citizens (Tarrytown, NY)
- … Management Group is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio management services ... the day/day strategies, objectives, risk/return and liquidity needs for the client. The portfolio manager will partner with internal colleagues such as our… more
- Truist (Greensboro, NC)
- …Office software products Preferred Qualifications: 1. Previous demonstrated experience in Wealth Portfolio Management 2. Master's degree in Finance, Accounting, ... America) **Please review the following job description:** Responsible for underwriting all credit requests, including new requests as well as credit decisioning… more
- JPMorgan Chase (Columbus, OH)
- …a diverse portfolio of products and collateral types. **Job summary** As a Wealth Management Credit Risk, Business Transformation VP in our Credit Risk ... you will have the opportunity to work extensively with Business, Wholesale Credit Risk/Policy and Technology stakeholders across Wealth Management and Wholesale… more
- HSBC (Vienna, VA)
- …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 (Flushing, NY)
- …acquires, develops, advises, and retains a portfolio of clients. As the 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
- HSBC (Brooklyn, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship ... as the WRM acquires, develops, advises, and retains a portfolio of clients. Here's what you can expect: As...of clients. Here's what you can expect: As the Wealth Relationship Manager , you will build deep,… more
- Citigroup (Glen Head, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth ... Citi Global Wealth brings together the full power of Citi...product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to… more
- Truist (Atlanta, GA)
- …position located at 3333 Peachtree Rd,Atlanta, GA. Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works ... as manager , or with training teammates 5. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully… more
- Citigroup (Wilmington, DE)
- …finance, controls, legal & compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives to deliver ... + Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary… more
- Citigroup (Wilmington, DE)
- …stakeholders in mortgage-servicing, finance, controls, supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives to ... a plus. **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary Location:** Wilmington… more
- Citigroup (Wilmington, DE)
- …finance, controls, legal & compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives to deliver ... + Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary… more
- Citigroup (Wilmington, DE)
- …finance, controls, legal & compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives to deliver ... + Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary… more
- US Bank (Goodyear, 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
- Citigroup (New York, NY)
- …Management Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment to manage and execute on a diverse slate of multi-year ... programs aimed at building and enhancing the Risk organization's capabilities. Risk Wealth Program Management leader in the Risk Program Management organization is… more
- US Bank (Topeka, KS)
- …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
- TD Bank (Mount Laurel, NJ)
- …& Control **Job Description:** The Governance & Control Specialist manages a portfolio of governance and control activities for moderately complex or high-risk ... filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory… more
- Scotiabank (New York, NY)
- Manager , US Credit Risk, Reporting &...Develop data quality controls. Manage the data incident US Credit portfolio review process. Update and manage ... to results, in an inclusive and high-performing culture. TITLE: Manager , US Credit Risk, Reporting & Governance...the data quality of the workbooks for various US Credit portfolio reports in the Power BI… more
- Enterprise Bank & Trust (Anaheim, CA)
- …communities.** **Together, there's no stopping you!** **Job Title:** VP, Loan Portfolio Manager **Job Description:** **Summary** Responsible for proactive ... tasks within a day. + Must have demonstrated skills in commercial credit underwriting and portfolio management for small-to-mid-sized companies. + Superior… more
- KPMG (San Antonio, TX)
- **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 - 92 **Function:** Advisory **Area of Interest:** **State:** TX **City:** San ... expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Manager , Commercial Credit Risk in Market, Credit , & Liquidity for… more