- M&T Bank (Buffalo, NY)
- …macro-economic environment. + Work closely with internal partners in Wealth Management and Commercial Bank to source customized credit solutions for UHNW and HNW ... structure requests. + Follow market trends and developments in Wealth Management and Commercial to increase the Bank 's business in established and developing… more
- TD Bank (Providence, RI)
- …term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored ... investment and insurance strategies and products to meet their...and network to refer business to Retail and Small Business/ Commercial Partners + Executes in a manner that is… more
- Huntington National Bank (Columbus, OH)
- …OCC and MSRB rules and regulations with emphasis on Regulation 9, the 1940 Investment Advisors Act and the 1934 Securities Exchange Act. The Director oversees ... the execution and implementation of the Compliance Program for Huntington's Investment Banking Broker Dealers and Huntington's Wealth Management Division inclusive… more
- TD Bank (Greenville, SC)
- …Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve ... maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds. **Depth & Scope:** + Demonstrates a commitment to being… more
- TD Bank (Greenwich, CT)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role...manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &… more
- MUFG (New York, NY)
- …analyses + Review information about project assets, development plans, and commercial arrangements + Model complex financial projections in Microsoft Excel, ... and tax structures + Analyze credit documentation, term sheets, and work with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds) to meet client… more
- Citigroup (Fort Lauderdale, FL)
- …Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that ... loan underwriting with appropriate risk return characteristics of Citi Private Bank 's standard product range, ensuring appropriate compliance with Credit Policy and… more
- First Horizon Bank (Kingsport, TN)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... Continuously act as a culture champion that is aligned with First Horizon Bank 's Purpose, Mission and Values. + Establish and maintain mutually beneficial business… more
- JPMorgan Chase (Houston, TX)
- …Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction ... **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and… more
- JPMorgan Chase (Tempe, AZ)
- …Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction ... As a Client Service Associate within the US Private Bank at JP Morgan, you will be responsible for...and services **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63 licenses… more