- JPMorgan Chase (Chicago, IL)
- … Bank Credit Legal team, you will provide legal support to the JP Morgan Private Bank and JP Wealth Management businesses, focusing on unsecured and ... Join JP Morgan's US Private Bank Legal team and help...ultra-high and high net worth clients. As a trusted advisor , you'll work alongside top professionals in a dynamic,… more
- Santander US (Boston, MA)
- …+ Proven ability to lead an investment platform or CIO function at a large wealth management firm, private bank , or RIA. + Strong understanding of ... for leading the investment vision, philosophy, and strategy for the wealth management business. This role oversees asset allocation, investment research, portfolio… more
- JPMorgan Chase (New York, NY)
- …in the Investment Bank , which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, ... the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...firms, coordination across the Investment Bank , Commercial Bank and Private Bank , as… more
- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,...* Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non- bank … more
- HSBC (Miami, FL)
- …with HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop ... business and is an active producer. Builds relationships with various areas of the Bank as well as external referral sources. Conducts ongoing training for Bank … more
- PNC (Cleveland, OH)
- …contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be based in Cleveland, Ohio. The ... Client Solution Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the … more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... independent, and objective assurance over the design and operations of the Bank 's internal controls, risk management and governance processes. We are professionals… more
- BMO Financial Group (Chicago, IL)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and...of operating guidelines and policies to ensure alignment between Bank policies and the business / market requirements. +… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor ), CFA(R) (Chartered Financial ... solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth Management to increase referrals. * Provides financial planning services by… more
- Vanguard (Minneapolis, MN)
- …and retention of assets that sit with the top advisors (inclusive of private wealth ) of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo ... such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust… more