- Bank OZK (Little Rock, AR)
- …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service ... policy, procedures, and guidelines to protect customers and bank assets. Knowledge, Skills & Abilities +...5+ years of banking experience, including 3+ years in private banking or in another client -facing role… more
- Neuberger Berman (New York, NY)
- …etc.). + Desired knowledge of FinTech solutions and options in the market for Private Bank /Wealth Management business. + Familiarity with Vibe Coding concepts. + ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our… more
- HSBC (New York, NY)
- …funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks to ... a range of fund vehicles could be analyzed including private equity funds and other fund types. The ability...limits in partnership with Relationship Managers based on the bank 's risk appetite and client 's credit risk… more
- Banc of California (Beverly Hills, CA)
- …goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage product price ... as market interest rates change (while optimizing deposit margin for the bank ). + **Deepen Client Relationships/Profitability:** For existing clients, completes… more
- Dickinson Financial Corporation (Kansas City, MO)
- …experts in private banking, treasury management, deposit products and other applicable bank products. + Fosters client relationships in a way that endears ... delegation of duties and oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank 's automated loan… more
- Banc of California (Chicago, IL)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Vice President, Banker is primarily accountable for developing new client relationships, structuring appropriate debt financing, and leading originations… more
- Principal Financial Group (Des Moines, IA)
- …internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... by actively participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet or exceed goals… more
- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... Broker Dealers platform within GFIG. Candidates should have general bank knowledge to include: bank capital structure,...adjust quickly to new challenges and changes in the client landscape **Qualifications and Skills ** + Proven… more
- Neuberger Berman (Chicago, IL)
- …a wide range of products, including Corporates, Mortgages, Treasuries, Mutual Funds, Private Placements, Bank Loans, TBAs, and other Structured Products. This ... fail prevention. + Liaise with third-party vendors to address and resolve bank loan confirmation discrepancies. + Coordinate with Portfolio Management and Trading… more
- HSBC (San Francisco, CA)
- …and weakness, documentation, recommendation + Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar with a credit ... expert on all credit and risk-based products with emphasis and support to Private Banking relationship managers and business heads. As our Senior Credit Advisor you… more
- Neuberger Berman (New York, NY)
- …a 75 year old global investment firm with $515bn of AUM, including $140bn within Private Equity and $208bn within Private Credit. Marquee Brands is dedicated to ... will receive significant direct interaction with senior professionals. Finally, NB Private Equity is a highly entrepreneurial environment where employees are often… more
- Banc of California (Durham, NC)
- …with guidance of banker/CM. + Prepare CAR. + Engage appropriate CM. + Work with Client Services/Prospect to ensure relevant bank accounts set up. + Work with ... after meetings) where needed. + Work with GTM and client services to close deposit only opportunities. + Attend/organize...and independently + Accuracy, attention to detail, strong organizational skills + Excellent knowledge of Venture Bank … more
- Banc of California (Valencia, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... that also translate into capital markets business opportunities such as Public and Private ABS, EETCs, DCM and HY bonds. Ensure close cooperation with SMBC Aviation… more
- Principal Financial Group (New York, NY)
- …design and implement complex, multi-asset investment solutions, spanning public and private investments. + Demonstrated success in a client -facing, consultative ... Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on… more
- Principal Financial Group (Des Moines, IA)
- …analysis, development feasibility analysis, and reporting! Principal Real Estate provides private equity asset management services for client portfolios. The ... our comprehensive, specialized capabilities across all four quadrants of commercial real estate- private equity, public equity, public debt, and private debt… more
- HSBC (New York, NY)
- **Description** **International Corridors, Head of Europe Desk, HSBC Bank USA, NA, New York, NY:** Manage International Subsidiary Banking (ISB) client ... revenues from HSBC global corporate clients, in Europe, through coordination with client coverage teams and product partners, and structuring of deals for clients.… more
- Neuberger Berman (New York, NY)
- …5 plus years of hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration ... tax. + Investment oversight experience a plus. + Excellent communication and problem-solving skills . + Client presentation and marketing skills . + Strong… more
