- 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 (Tampa, FL)
- …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
- Wellington (Boston, MA)
- …responsibilities for our $5 billion bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… 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
- 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
- First Horizon Bank (Houston, TX)
- …market region of a complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing client ... revenue for the bank + Develop new client relationships which generate acceptable returns for the ...the qualifications listed below are representative of the knowledge, skills , and/or abilities required in this position: Bachelor (4-year… more
- Bank of America (Denver, CO)
- … Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. **Desired ... Education Requirement:** High School Diploma / GED / Secondary School or equivalent ** Skills :** + Advisory + Client Investments Management + Customer and … more