- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is responsible for underwriting loan ... (ie wholesale) credit requests. In addition, the Wealth Credit Portfolio Manager proactively...process for portfolio loan transactions. Manage end-end credit delivery process, in partnership with cross-functional… more
- Truist (Charlotte, NC)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- TD Bank (Charlotte, NC)
- …Investments team and consider an expanded mandate to meet the needs of US Wealth 's growing needs + Provides Customized Portfolio Support for field and direct ... can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Product, Investment Strategy and… more
- Wells Fargo (Charlotte, NC)
- …Bankers to proactively address client needs + Ensure exceptional customer service delivery to affluent customers balancing credit quality with customer ... for affluent customers with background in high line assignments=Deep understanding of Wealth Management and experience with high value credit portfolios +… more
- Truist (Charlotte, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including… more
- Bank of America (Charlotte, NC)
- …Analytics. SERA provides decision support services to enable our banking and markets, wealth management, capital management and credit risk business partners to ... adoption risks + Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues… more