• Ultra High Net Worth Relationship Manager

    HSBC (New York, NY)
    …part of our team, originating target market clients focused on investment AUM, lending , and Advisory services from own network + Grow revenues across allocated ... And we want you to help us build the bank of the future! All qualified applicants will receive...any other trait protected by applicable law. **Job Field:** Private Banking **Primary Location:** North America-United States-New York-New York… more
    HSBC (09/12/25)
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  • Treasury Analyst

    Two95 International Inc. (Mount Laurel Township, NJ)
    …all legal requirements and internal operation constraints + Actively participate in bank , investor and management meetings + Manage all communications and data flow ... Maintain all entity documents; aid in satisfaction of all KYC requests from lending partners + Manage interest rate and currency risk, maintaining levels of… more
    Two95 International Inc. (09/08/25)
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  • Director of Corporate Finance

    Fortrex (Atlanta, GA)
    …develop presentation materials for the Board of Directors. . Frequent interface with private equity sponsor on Company financials and reporting. . Work closely with ... CFO on Investor and lending relationships, including prepartion for quaterly conference calls, updates to credit ratings agencies and meetings with lenders. .… more
    Fortrex (09/05/25)
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  • Medical Wealth Advisor

    Truist (Dallas, TX)
    …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within medical firm relationship teams for assigned firms or practices. 5. ... for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for...1. Bachelor's Degree 2. 7 or more years of lending or relationship management experience in the financial services… more
    Truist (08/27/25)
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  • Senior Portfolio Advisor

    Citigroup (New York, NY)
    Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products and ... solutions, from investment strategies, to banking and lending , to trust and specialized services. CGW delivers solutions to help meet the wealth needs and… more
    Citigroup (08/14/25)
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  • Vice President / Director, Equity Derivatives…

    BMO Financial Group (New York, NY)
    …with a focus on equity derivatives and financing solutions (concentrated margin lending , equity monetization and equity swaps). You will also provide advisory ... build on our platform to better align with the Bank 's broader goals for this important client base. **Key...degree + Experience with marketing of derivative solutions for corporate/ Private Equity clients + Demonstrated ability of success in… more
    BMO Financial Group (08/08/25)
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  • Production Transaction Manager - Grandbridge Real…

    Truist (Atlanta, GA)
    …of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National Real Estate team, and the Truist Community ... of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership...+ Deep understanding of Fannie Mae and Freddie Mac lending programs. \#Dallas #Atlanta #Charlotte **General Description of Available… more
    Truist (07/05/25)
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