- City National Bank (Raleigh, NC)
- …Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for ... The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for… more
- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It ... history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more… more
- Truist (Charlotte, NC)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for ... Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to… more
- JPMorgan Chase (Charlotte, NC)
- …management **Preferred qualifications, capabilities, and skills** + Experience supporting at the Managing Director level (or equivalent) or above + College ... Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial… more
- PNC (Raleigh, NC)
- …or completing activities across all PNC Private Bank products and services ( Banking , Investment and Fiduciary). The Client Service Associate also partners ... This role reports directly to Client Service Manager or the Client Service Director . Key responsibilities include, but are not limited to, handling: * Transaction… more