- Bank of America (Florham Park, NJ)
- …Strategy **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience * Strong oral and written communication ... Credit Executive, Global Wealth & Investment Management Pennington, New Jersey;Florham Park, New Jersey; Princeton, New Jersey; Red Bank, New Jersey **Job… more
- Bank of America (Charlotte, NC)
- …with complex balance sheets and income streams *10+ years of commercial/private wealth management credit experience *Strong negotiation and communication ... not be co-located **Desired Qualifications:** *Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred *Bachelor's degree… more
- Bank of America (Charlotte, NC)
- …complex balance sheets and income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation and communication ... be co-located **Desired Qualifications:** + Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred + Bachelor's degree… more
- Bank of America (Pennington, NJ)
- …Administration, Financial Economics/equivalent experience + Experience in marketing and selling wealth management credit solutions through Financial Advisors ... new credit relationships with the financial advisors wealth management clients/ prospects in addition to...Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives,… more
- JPMorgan Chase (Columbus, OH)
- …of a loan agreement. Analysis of client financial statements is key in determining credit risk. + ** Wealth Management Investment Risk & Analytics (Columbus, ... about risk management . As an Asset & Wealth Management Risk Summer Analyst in JP...(OPT) or curricular practical training (CPT.) **Our Locations:** + ** Credit Risk (Columbus, OH):** Oversees risk to earnings or… more
- Citigroup (New York, NY)
- The role sits within the Wealth Credit Management team of Citi Global Wealth , a Division of Citi focused on serving the needs of clients across the ... and HNW clients. The role sits within the Portfolio Strategy team within Wealth Credit Management (WCM), serving as a critical component of our First… more
- Bank of America (New York, NY)
- …etc. **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience or a combination of lending and ... Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and… more
- Bank of America (Austin, TX)
- …**Required Qualifications:** * 5 plus years of commercial credit and/or wealth management credit experience * Experience reviewing financing requests ... Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and… more
- JPMorgan Chase (Columbus, OH)
- …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant ... responsibilities** + Lead and mentor a team of experienced special credit officers, overseeing their management of problem credit portfolios. + Approve … more
- Citigroup (Wilmington, DE)
- …identify, monitor and mitigate current and emerging credit / investment risk across Wealth Management . + Management of global and regional coverage plan ... oversight Director leads assurance and oversight activities across wealth risk management processes impacted by Investments, Retail Credit and Wholesale … more
- Truist (Charlotte, NC)
- …banking products such as deposits, credit cards, mortgages, etc. + Basic wealth management knowledge + Excellent and proven oral, written and group ... to the client to deepen client relationships. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a… more
- Truist (Charlotte, NC)
- …internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or with large ... of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible...loan terms, covenants and pricing to recommend deals to credit risk management . Respond to client needs,… more
- Truist (Jupiter, FL)
- …experience as manager, or with training teammates 4. Demonstrates strong investment, wealth management , treasury services, credit and deposit knowledge ... **Please review the following job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works with… more
- Truist (Dallas, TX)
- …banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent and proven oral, written and group ... review the following job description:** Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... credit products. The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, credit approval,… more
- Wells Fargo (Minneapolis, MN)
- …needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust ... investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products...Manage all risk management activities, including issue management and credit risk + Develop stress… more
- Bank of America (Miami, FL)
- …is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/expanding existing GWIM ... Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives,...Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk … more
- Wells Fargo (Charleston, SC)
- **About this role:** Lead Wealth Management Banker (SAFE). **In this role, you will:** + Lead complex initiatives to develop new and manage existing High Net ... act as key participant in large scale planning for Wealth Management Banking + Work as part...and institutional capabilities to create, enhance, and maintain client wealth + Review and analyze complex custom credit… more
- Wells Fargo (Charlotte, NC)
- …responsible for underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing consultative support to the WIM ... factors, present recommendations for resolution + Make decisions on complex and multi-faceted credit risk management issues to ensure satisfactory credit … more
- Truist (Houston, TX)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management..., personal trust and estate planning, insurance and risk management services, retail and mortgage credit , and… more
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