- HSBC (Vienna, VA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Tyson, VA, US, 21002 Work style: Office Worker Date: 19 Nov ... our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship … more
- Citigroup (Washington, DC)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- JPMorgan Chase (Fairfax, VA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Bethesda, MD)
- Job Description The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- M&T Bank (Falls Church, VA)
- …as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust matters and responsible for ... and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth… more
- Parexel (Washington, DC)
- …Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... association boards, task forces and committees and/ or as chairperson or officer of one or more professional associations + Contributes expertise to professional… more
- Truist (Mclean, VA)
- …relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts ... and takes steps to address the issues, in consultation with Relationship Manager. + Analyzes financial statements/projections and documents client performance, along… more