- 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
- HSBC (Washington, DC)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 19 ... 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
- 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 (Washington, DC)
- …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
- Citigroup (Washington, DC)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- PNC (Washington, DC)
- …team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Truist (Washington, DC)
- …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
