- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Experts. + Oversight and management of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk appetite… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Backed Lending ("SBL") is responsible for end-to-end management of the product in partnership with...platform, Citi Wealth Liquidity Platform along with management of the structured SBL lending team.… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...service while helping clients preserve, grow and manage their wealth . Lending is a key product… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending opportunities as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...service while helping clients preserve, grow and manage their wealth . Lending is a key product… more
- Bank of America (New York, NY)
- …ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring ... Credit Product Specialist, Global Wealth & Investment Management New York,...adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... and North America. It delivers the full range of wealth products across investments, banking, lending , insurance,...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Wells Fargo (New York, NY)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... management of business risk. **Required Qualifications** + 8+ years of wealth management banking experience or equivalent demonstrated through one or a… more
- Citigroup (Brooklyn, NY)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- JPMorgan Chase (New York, NY)
- …you will be responsible for managing core business initiatives supporting our Wealth Management Banking product platform, with specific attention ... to promote balance growth, product harmonization, and consistency across our wealth management business. This may include initiatives aligned toward … more