- City National Bank (New York, NY)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Elevance Health (Waukesha, WI)
- …hands-on engagement. The **Program Consultant** is responsible for the development and ongoing management of one or more external client facing programs within a ... Program consultants typically support business strategies through an integrated portfolio of external client facing projects or...This person is responsible for the development and ongoing management of one or more external client … more
- Truist (Charlotte, NC)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * ... needed * 8 or more years of sales and client management experience in Wealth Management...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- City National Bank (Irvine, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability… more
- BMO Financial Group (Rolling Meadows, IL)
- …advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... We are currently seeking Senior Wealth Management professionals who excel in sales and relationship...experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions… more
- City National Bank (Los Angeles, CA)
- …growth of the portfolio . May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments ... *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a… more
- Truist (Houston, TX)
- …to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters relationships with bankers and product partners ... Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital...to collaborate on opportunities and engage in strategic client planning. 3. Independently manages a portfolio … more
- BMO Financial Group (Miami, FL)
- …of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder ... Facilitates growth for the Bank through business development and management of key client relationships. Maintains an...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client… more
- Cognizant (San Francisco, CA)
- … portfolio . . Provide thought leadership, leading the mind-share conversation across client leadership levels and internal senior management . . Partner with ... **BPO Hunting Sales - Service Line Specialist - IOA (Intelligent Operations and Automation)** **Location:**...ecosystem. While the candidate will own and manage existing client relationships, 50-70% of the focus will be on… more
- Black & Veatch (Burlington, MA)
- …assist with providing guidance to engineering team members. + Maintain positive client relations understanding client interests and drivers through effective ... with business development activities. + Function as a technical specialist or in a lead role. + With minimal...that is conducive to quality. Supports continuous improvement, change management and risk management efforts. + Prepares… more