- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth ...portfolio exposure of approximately $170 Billion within Citi Wealth . The Head of Lending manages the employees, budget,… more
- Truist (New York, NY)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * ... the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- BMO Financial Group (New York, NY)
- …not limited to: ** Portfolio Management :** + Manage a credit portfolio of diverse asset and wealth clients. + Completes due diligence and credit ... expertise for a variety of sub-sectors under Asset & Wealth Managers, including but not limited to Fund Finance...desired. + Good knowledge of the organizational lending and portfolio management policies and objectives. + Displays… more
- HSBC (Brooklyn, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...as the WRM acquires, develops, advises, and retains a portfolio of clients. Here's what you can expect: As… more
- Citigroup (Bronxville, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... 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
- Citigroup (New York, NY)
- …products and Citi's governance / risk management practices. **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management ... Institutional Credit Management (ICM) is a first...products spanning investment banking, commercial real estate, trade services, wealth management / private banking, and commercial… more
- Morgan Stanley (New York, NY)
- …is an important part of our culture. The Tailored Lending Group within Morgan Stanley Wealth Management is seeking a Portfolio Manager for our Alternatives ... providing a wide range of investment banking, securities, investment management , and wealth management services....collaborating on new loan originations and partnering with our Credit Risk Managers on portfolio risk control… more
- Bank of America (New York, NY)
- …* Problem Solving Required Qualifications: * 10 plus years of commercial credit or wealth management credit experience or a combination of lending and ... delivery process by partnering with PCA/PCM, Underwriting, Risk, product leaders, Portfolio Management , and Servicing and Fulfillment. Job expectations include… more
- JPMorgan Chase (Brooklyn, NY)
- …the financial services industry. Your role will involve analysis of the Wholesale Credit portfolio , supporting the Credit Risk organization on regulatory ... and Investor Relations. **Job responsibilities** + Conduct Analysis of the Wholesale Credit portfolio , which includes the Corporate & Investment Bank, Commercial… more
- Morgan Stanley (New York, NY)
- …and other risks. Background on the Position The position will reside within FRM's Wealth Management Credit Risk division responsible for the underwriting & ... portfolio management of securities-based-lending and traded products (ie, listed options,...(M/F/Disability/Vet). **Job:** ** Credit Risk* **Title:** *Vice President, Credit Risk (Risk Management )* **Location:** *New York-New… more
- CIBC (New York, NY)
- …The Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition ... **Employment Type** Regular **Weekly Hours** 40 **Skills** Client Calls, Credit , Credit Underwriting, Portfolio Management , Risk Management ,… more
- JPMorgan Chase (Brooklyn, NY)
- …**Job responsibilities** + Identify key risks and trends impacting the wholesale credit portfolio , which includes the Commercial & Investment Bank, Asset ... to be best-in-class. As a Vice President in Risk Management - Credit Risk Controllers & Analytics,...& Wealth Management and risk-rated businesses within Consumer… more
- Morgan Stanley (New York, NY)
- …products and strategies including investment level information. - Communicate with Morgan Stanley Wealth Management Operations to ensure proper management of ... global network of resources afford our private equity and credit teams as well as our portfolio ...and other Morgan Stanley sponsored benefit programs. **Job:** **Investment Management * **Title:** *MSIM Private Credit & Equity… more
- TD Bank (New York, NY)
- …administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization + Maintains various ... opportunities amongst existing customers + Monitors and controls the portfolio , and provides feedback to the team on any...necessary; acts as a specialist resource to support all wealth management areas + Keeps others on… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management , and wealth management services. The Firm's employees ... our culture. The Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager...on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control… more
- MassMutual (New York, NY)
- …the Head of Lending Product and Pricing, you will develop and lead MassMutual Wealth Management 's lending strategy with a particular focus on Securities Backed ... the Head of Lending and Banking Services within MassMutual Wealth Management . You will work with lending...ideas and features which drive revenue while maintaining acceptable portfolio risk. + Perform and oversee the forecasting of… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and… more
- TD Bank (Forest Hills, NY)
- …at the center of the MA client services model delivering an integrated Wealth Management , financial planning, and Insurance offering by providing day-to-day ... management , financial needs analysis, direct sales of wealth management solutions and complex annuity and...an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and… more
- City National Bank (New York, NY)
- …registered under the Safe Act. Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of City National's ... integrated financial services advice to these clients including: banking, credit , asset management , trust and estate planning,...Wealth Management - Private Banking group, you… more
- JPMorgan Chase (New York, NY)
- …leaders to projects that engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join one of our investment products ... and we will provide reasonable accommodations for known disabilities. See the Asset & Wealth Management CEO Letter here . JPMorgan Chase & Co., one of… more