- 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 (Chatham, NJ)
- …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 (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
- 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
- Morgan Stanley (New York, NY)
- …loans, and monitoring upcoming renewals and repayments. Primary Responsibilities - Responsible for Credit coverage of the Wealth Management (WM) Tailored ... risks. Background on the Position The role will reside within the Firm Risk Management 's Credit Risk Management area which is a team dedicated to evaluating … 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
- 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
- JPMorgan Chase (New York, NY)
- …real estate and other alternative investments; Private bank or wealth management ; Tactical and strategic asset allocation; Portfolio rebalancing and ... risk management ; US and cross-border Asia ultra-high-net-worth clients in wealth management . Job Location: 390 Madison Avenue, New York, NY 10017.… more
- Citigroup (New York, NY)
- …, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... Managers globally to actively prospect, deepen and further grow our Industrials portfolio . The selected candidate will also partner with our product sales team… more
- S&P Global (New York, NY)
- …Level (for internal use):** 11 **The** **Role:** Associate Director, Relationship Management **The Team:** The S&P Global Corporate Commercial Team is responsible ... and access to hands-on learning opportunities from your peers and from management . **Responsibilities:** . Provide high touch client service to communicate S&P's… more
- JPMorgan Chase (New York, NY)
- …relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new ... greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more