- JPMorgan Chase (New York, NY)
- …deep client engagement, product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset ... 10+ years of experience successfully raising capital for private market investment strategies or equivalent deep investment specialist experience within… more
- Bank of America (Atlanta, GA)
- Structured Credit Executive - Private Bank Houston, Texas;Austin, Texas; Atlanta, Georgia **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Structured- Credit -Executive Private -Bank\_25016349) **Job Description:** At Bank of… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Product- Specialist Private ... Senior Product Specialist - Private Equity and Real...develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit… more
- JPMorgan Chase (Miami, FL)
- …you with the opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank, you will manage our most complex borrowing ... relationships by presenting JP Morgan Private Bank's credit solutions to ultra-high net...Responsibilities** + Act as internal sales leader for the credit product, liaising with Market Managers, Bankers… more
- Regions Bank (Indianapolis, IN)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Regions Bank (Charlotte, NC)
- …into the careers section of the system. **Job Description:** At Regions, the Credit Products Specialized Industries Product Specialist is a client-facing role, ... and articulate Regions' underwriting methods, processes and risk appetite for specific credit products + Maintains market knowledge of loan pricing and… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... is a primary benefit of being a JP Morgan Private Client, marking the initial engagement of bank-only clients...general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues +… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Loan Fulfillment Specialist - CBG Operations will ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Credit Products Flood Insurance Specialist - CBG Operations will be responsible ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Citizens (Menlo Park, CA)
- …business. + Remain knowledgeable on market trends to properly put forth thoughtful credit terms, while remaining competitive in the private equity credit ... generate new business for the Bank through prospecting and market development efforts. The RM will be required to...Ideal candidate will have a strong understanding of all credit product offerings to the Private Bank's… more
- First Horizon Bank (Greensboro, NC)
- …as described in posting. **This is an excellent opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and ... Bankers who are exploring a new path within the Private Client space.** **Summary** As a Private ...the community + Expected to be the expert level " market moving" advisor with ability to handle the most… more
- First Horizon Bank (Lafayette, LA)
- **Description** **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business ... the community. + Expected to be the expert level " market moving" advisor with ability to handle the most...to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and… more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... to clients that results in long-term client loyalty. The Private Bank Relationship Manager II is responsible for creating...the Bank through prospecting efforts. The RM also leads market development efforts to broaden the usage of all… more
- Citigroup (Miami, FL)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... ** Private Bankers at Citi develop and deepen client...process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients...process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver… more
- Scotiabank (New York, NY)
- … Sales & Trading group's overall success by covering a wide array of credit accounts as a specialist salesperson. The Director shall distribute Primary and ... Leveraged Loans, High Yield Bonds, and in some cases, Private Placement and Investment Grade securities to Scotiabank's investing...credit business to new and existing accounts + Market the firm's secondary trading capabilities + Distribute new… more
- JPMorgan Chase (Los Angeles, CA)
- …within an investment portfolio . Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset ... and how the alternative platform offering fits the Global Private Bank strategy within a market context...hands-on product experience in, alternative investments, including hedge funds, private equity, private credit and… more
- Truist (Atlanta, GA)
- …time. + Manage a problem loan portfolio consisting of the most complex credit structures, primarily syndicated corporate and middle market loans while managing ... interacting with professionals and third-party capital sources such as private equity groups, hedge funds, vulture or distress debt...Loan Asset Reports. + Interface with CIG and middle market ( credit , RM and PM) in a… more
- Neuberger Berman (Chicago, IL)
- …placement agent and/or consulting firm + Familiarity with various alternative strategies (eg Private Credit , Private Equity, Venture Capital) + Superior ... Residential Real Estate Debt to act as a fund specialist , managing and coordinating all prospect / client-related matters...fundraising / marketing team within NB Residential Real Estate Credit Team and have a wide scope of responsibilities… more
- Wells Fargo (Dallas, TX)
- …They are accountable for execution of all applicable risk programs ( Credit , Market , Financial Crimes, Operational, Regulatory Compliance), which includes ... Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and Careers at Wells Fargo… more