- HSBC (Beverly Hills, CA)
- …support to Private Banking relationship managers and business heads. As our Senior Credit Advisor you will: + Be responsible for identifying, structuring, ... Senior Credit Advisor Brand: HSBC Area... Senior Credit Advisor Brand: HSBC Area of Interest: Private Banking...recommendation + Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar with a… more
- ExxonMobil (Spring, TX)
- …in our team** We are seeking a qualified candidate for the position of Trading Credit Senior Advisor to be located in Houston. **What you will do** The Trading ... capabilities needed today, and in the future, to achieve business objectives and accelerate the discovery of new resources,...Credit Senior Advisor will be a key member… more
- Bank OZK (Jefferson, GA)
- …and submit referrals to banking center team members or line of business partners. + Utilize assessment tools to maintain detailed notes regarding customer ... conversations and interactions. + Open and service deposit accounts, including complex business accounts. + Originate a consumer loan portfolio. + Conduct outbound … more
- Bank OZK (Little Rock, AR)
- …service at all times. Knowledge, Skills & Abilities + Knowledge of bank products and services (eg, online banking, mobile banking applications, banking cards) ... + Knowledge of bank policies and procedures + Ability to provide excellent...Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and… more
- Bank OZK (Benton, AR)
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader ... insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope Responsible for… more
- SMBC (Los Angeles, CA)
- …companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger ... to its employees. Our mission is to be "the bank of choice" for middle market and professional service...assigned middle market clients. This role involves prospecting new business opportunities and collaborating with internal partners to enhance… more
- HSBC (New York, NY)
- …regulatory, working together with colleagues to define, manage and achieve divisional business targets. As our Senior Legal Counsel, Markets and Regulatory ... Senior Legal Counsel Brand: HSBC Area of Interest:...trading agreement negotiations and regulatory issues impacting the firm's business relationship with its clients + Drive implementation of… more
- Neuberger Berman (New York, NY)
- …implementations. **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business ... + Desired knowledge of FinTech solutions and options in the market for Private Bank /Wealth Management business . + Familiarity with Vibe Coding concepts. + A… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- HSBC (New York, NY)
- …managers + Maintain and develop positive and professional working relationships with senior business managers and Compliance colleagues + Create an environment ... timely advice is provided to the International Wealth and Premier Banking (IWPB) business as it relates to the individual wealth planning, retail wealth management… more
- SMBC (New York, NY)
- …corporate credits; manage the credit cost, and work together with restructuring advisor assisting in the restructuring efforts. Incumbent is also responsible for ... any due diligence activities, and negotiating documentation. . Keep abreast of business and market trends that may affect deal/portfolio performance. . Prepare… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine,...others to emulate. + Embraces our vision to become " Business Bank of Choice" + May perform ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial...clients, or function as a "hub" or "second floor" advisor for an existing book of business .… more
- Federal Reserve Bank (Chicago, IL)
- …Department of the Federal Reserve Bank of Chicago invites applications for a Senior Economist or Economic Advisor position on the Macroeconomics team. The ... **Company** Federal Reserve Bank of Chicago E1: General Aggregative Models E2:...market data. + The starting salary range for the ** Senior Economist & Economic Advisor ** position is… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY?...the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for ... The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Management's primary point of contact for assigned line of business to develop new business and maintain… more
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our ... as well as asset management and/or entertainment firms. * Act as a senior advisor , demonstrating expertise in foreign exchange products, industry trends, and… more
- PNC (Louisville, KY)
- …an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be based in Louisville, ... banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales… more
- PNC (Milwaukee, WI)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... been developed with the client. Depending on line of business , may provide specialized advice on planned giving, as...supports and may lead the sales efforts of the business through the introduction and expansion of financial services… more
- Huntington National Bank (Bridgeport, WV)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... and prospective customers. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with… more
- M&T Bank (Fairfield, CT)
- …Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed ... and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- First Horizon Bank (Coral Gables, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... referral sources inside and outside of the bank . You will enjoy the support of the firm...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
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