- City National Bank (New York, NY)
- …all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system ... as they relate to both the operational aspect of client accounts and department-wide process improvement. * Oversee proxy...details, source of funds reporting, IRS B Notices, and Private Investments. WHAT DO YOU NEED TO SUCCEED? *Required… more
- Mizuho Corporate Bank (New York, NY)
- …Banking Americas team (JBA). JBA provides banking services to our Japanese corporate client base in the Americas. Core Responsibilities Client Outreach Assess ... them to related departments as needed for downstream processes without delay. Share client communication with Relationship Managers. In the event to any issues, make… more
- TD Bank (New York, NY)
- …Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank teams to ensure that all regulatory, compliance, audit, and self-ID ... with a proven track record in a high-level management role within wealth management or private banking + FINRA Series 7, 24, and 66 (or equivalent - Series 9, 10)… more
- Mizuho Corporate Bank (New York, NY)
- …Administration Section; ensures accurate and timely administration / servicing of the Bank 's agented loan portfolio; ensures daily activity comply with state and ... federal laws, regulations and Bank lending policies and procedures; ensures department activities run...technical support to Loan Administration staff, account officers and client base + Independently manage administrative processes for complex… more
- City National Bank (New York, NY)
- …function is responsible for the management of major programs across the bank . This position is responsible for the planning, implementation and successful delivery ... Guidelines and delivery methodologies when applicable * Complies fully with all Bank Operational policies and procedures and completes all required training. WHAT DO… more
- HSBC (New York, NY)
- …funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks to ... a range of fund vehicles could be analyzed including private equity funds and other fund types. The ability...limits in partnership with Relationship Managers based on the bank 's risk appetite and client 's credit risk… more
- Mizuho Corporate Bank (New York, NY)
- …coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public ... sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending… more
- Mizuho Corporate Bank (New York, NY)
- …+ Draft client pitches and marketing materials including M&A, syndicated bank financing, public/ private debt & equity capital markets, and other internal ... range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- Mizuho Corporate Bank (New York, NY)
- …Mexico, Brazil and Chile, Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to ... in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has… more