- JPMorgan Chase (New York, NY)
- …of contact for lending queries from Financial Advisors and Assistants. As part of Wealth Management Lending Solutions , this role is focused on ... As a Vice President, Lending Specialist within the JPMorgan Wealth Wealth Management Lending Solutions , you will serve as a regionally aligned… more
- JPMorgan Chase (San Francisco, CA)
- …serves as a point of contact for all inquiries from Advisors and Clients. As part of Wealth Management Lending Solutions , this role is focused on growing ... Lending Specialist organization. As an Analyst, Lending Specialist within Wealth Management Lending Solutions , you will partner closely with… more
- Citigroup (New York, NY)
- …into our client's broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...Lending is a key product offering within Citi Wealth . Lending provides competitive borrowing solutions… more
- JPMorgan Chase (New York, NY)
- …Clients. As a Vice President of Strategy and Business Development on the Wealth Management Solutions & Advice Lending team, you will be responsible for ... professional to join the Lending team. The Wealth Management Lending team serves...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- Citigroup (Tampa, FL)
- …compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global Wealth ... failed internal processes, inadequate controls, and emerging risks for Global Wealth Deposits and Lending businesses. **Responsibilities:** + Provide compliance… more
- Truist (Nashville, TN)
- …multiple priorities 7. Strong understanding of banking, lending , commercial and wealth management solutions 8. Excellent interpersonal and relationship ... client presentation and marketing materials. 4. Support Integrated Relationship Management activities through good understanding of offerings, solutions ,… more
- Truist (Miami, FL)
- …multiple priorities + Strong understanding of banking, lending , commercial and wealth management solutions + Excellent interpersonal and relationship ... client presentation and marketing materials + Support Integrated Relationship Management activities through good understanding of offerings, solutions … more
- Truist (Atlanta, GA)
- …client entity structures, commercial lending products and/or complex, custom cash-flow based wealth lending solutions + Excellent proven oral and written ... credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our ... that are available. + Advise clients and advisors on lending solutions and drive a culture of...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (New York, NY)
- …. It will form part of the COO and Lending leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our... at Work and CitiGold/Citi Private Clients, to provide lending solutions as part of their wider… more
- Citigroup (New York, NY)
- …+ The Global Head of Wealth Credit Management will be a member of the Wealth Lending Leadership Team for Wealth . + The incumbent of this role will be ... and services covering capital markets, managed investments, portfolio management , lending , and banking. Job Background/Context: The Wealth Lending … more
- Citigroup (Tampa, FL)
- …including lawyers, consultants, accountants, asset managers, and more, providing tailored wealth solutions to achieve their unique financial goals. + ... global exposure, RRE is a critical product offering within Wealth Lending . Wealth RRE Risk...to identify trends, assess potential issues, and develop effective solutions to mitigate credit risk. + **Portfolio Management… more
- Citigroup (San Jose, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... solution. + Make recommendations to customers about which lending solutions would best meet the customers'...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Bank of America (Newport Beach, CA)
- …Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... with complex balance sheets and income streams *10+ years of commercial/private wealth management credit experience *Strong negotiation and communication skills… more
- Citigroup (Greenburgh, NY)
- …particular lending solution. + Make recommendations to customers about which lending solutions would best meet the customers' financial and personal ... customers about the consequences, risks, and benefits of alternative lending solutions . + Promote Citi's brand, and...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Wells Fargo (Salt Lake City, UT)
- …of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help ... us and for advisors to support their clients. **Banking, Lending & Trust (BL&T)** unlocks access to Wells Fargo...**About this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) Working at Wells… more
- TD Bank (New York, NY)
- …two primary functions, they coordinate communication with multiple areas of the wealth management business (including, but not limited to, distribution, ... Serve as subject matter experts for the primary services provided by the wealth management division: managed investment accounts on TDPCW platform, brokerage… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... and North America. It delivers the full range of wealth products across investments, banking, lending , insurance,...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- JPMorgan Chase (Palo Alto, CA)
- …also be a plus. As a Vice-President - Wealth Planner within JP Morgan Wealth Management Wealth Planning & Advice, you will have a comprehensive ... with a thorough understanding of various investment, banking, and lending products and platforms. Your day to day responsibilities...WP&A leadership to develop and present content across different wealth management topics + Serve as a… more
- JPMorgan Chase (Houston, TX)
- …also be a plus. As an Executive Director, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & estate ... about the various products and platforms (investment, banking and lending ) available to our advisors across USWM in order...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more