- Charles Schwab (New York, NY)
- …service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role ... industry together. Schwab's Wealth Advisory team embodies our firm's commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee based and… more
- HSBC (New York, NY)
- …with bankers, CCO, HR, Comms colleagues, etc. + Support the monitoring of on-going client risk management activities at the portfolio level, such as overdue ... board/ExCo papers).Examples of BAU reporting activities include Omnia (financial) reporting, client interaction analysis, business planning and strategy + Be able to… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...procedures / policies and guidelines with support from senior portfolio manager. + Responsible for active credit management of… more
- Samaritan Daytop Village (Brooklyn, NY)
- …documentations to ensure accuracy, completeness and clarity. + Conducts chart auditing of client files. + Directly manages a case portfolio of approximately 25 ... as needed. + Participates in assessment screenings to determine client needs/preferences; formulates and implements treatment, transition and discharge/continuing… more
- JPMorgan Chase (Brooklyn, NY)
- …current and historical data, and analyzing the impact of macroeconomic events on the portfolio . + Conduct reviews of client and competitor disclosures, as well ... as relevant news headlines, to gain insights into our portfolio and assess potential risks. + Leverage emerging AI related applications (eg LLM, Databricks) and… more
- Citigroup (New York, NY)
- …global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, ... Relationship Managers and Independent Risk, to execute on the firm's and client 's business objectives. This can include working capital solutions, term loans and… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Credit Analyst who will be part of our growing Portfolio Management Group (PMG). You will handle credit coverage… more
- JPMorgan Chase (New York, NY)
- …Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client ... the regulatory, legal, and risk management frameworks unique to these client segments. **Job Responsibilities** + Build collaborative internal and external… more
- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more