- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment / Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- BMO Financial Group (Barrington, IL)
- … on portfolio management issues. + Evaluates investment markets, portfolio characteristics and investment manager performance. + Reviews and reports ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....trends and changes in regulations affecting investments. + Consults portfolio managers and relationship managers in the development of… more
- Huntington National Bank (Schaumburg, IL)
- Description The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. ... Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical… more
- World Insurance Associates, LLC. (Barrington, IL)
- Position Overview The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account ... Manager will be responsible for collecting, organizing, and analyzing...appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM… more
- BMO Financial Group (South Elgin, IL)
- …by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the...and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.… more
- BMO Financial Group (Rolling Meadows, IL)
- …clients, and by cross-selling Bank products and services that include credit, trust/ investment and cash management. + Reviews loan applications and cash management ... of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.… more
- BMO Financial Group (Woodstock, IL)
- …and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending ... portfolio in compliance with requirements for the lending process...education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.… more