- Fifth Third Bank, NA (Grand Rapids, MI)
- …drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience. . Contributes to WMA goals in ... . GENERAL FUNCTION: Partners with Wealth Management Advisors for client relationships with more than $2MM in investable assets...than $2MM in investable assets to help ensure the Private Bank experience is delivered. Collaborates with… more
- Robert Half Finance & Accounting (West Lebanon, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design ... clients. This position requires strategic thinking, excellent relationship cultivation skills , and adherence to all regulatory compliance standards. With flexibility… more
- Bank of America (Louisville, KY)
- …Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client ... tax technical resource for Fiduciary Tax Service associates and Private Bank client teams +...or MBA preferred. + Years of Experience - 10 ** Skills :** + Account Management + Attention to Detail +… more
- JPMorgan Chase (Plano, TX)
- …services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: + Manage Bank Loans operations team ... external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks....Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)… more
- City National Bank (New York, NY)
- …by being active in the community and maintaining positive relationships within the Bank . Create and maintains effective relationships with Private Banking team, ... created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing...National for prospects/clients. Lead partnering to "deliver the full bank ". * Meet with prospects and clients to gain… more
- City National Bank (New York, NY)
- …Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... * *Serve Nonprofit clients - typically Colleges and Universities, Private Schools, Religious Organizations, Associations & Charities, and Nonprofit Healthcare… more
- Bank of America (Atlanta, GA)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... practices and broader market and industry conditions as needed ** Skills :** + Client Management + Client...organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. *… more
- Bank of America (Indianapolis, IN)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... practices and broader market and industry conditions as needed ** Skills :** + Client Management + Client...organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. +… more
- First Horizon Bank (Mobile, AL)
- …complex following strict departmental standards and guidelines. **Responsibilities** + Assists Private Client Services RM's in providing financial services to ... Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client ...for sales and service to some existing clients, supporting Private Client Services in growing markets, with… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...situation; + Effective use of consultative sales and presentation skills for client development, as needed +… more