- Santander US (New York, NY)
- …and externally. * Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non- bank loan alternatives. * ... independently to manage and develop complex commercial accounts that meet the bank 's lending requirements and maximize profitability while minimizing risk. This role… more
- Santander US (Boston, MA)
- …lead an investment platform or CIO function at a large wealth management firm, private bank , or RIA. + Strong understanding of capital markets, investment ... structured products). The CIO ensures that investment decisions align with client goals, firm risk standards, and fiduciary responsibilities, while delivering… more
- JPMorgan Chase (Summit, NJ)
- …Trust Officer with whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families personalized, ... corporate trustee of a trust, whether created by a client during his lifetime or upon his death through...been voted number 1 in the US for overall private banking services by Euromoney , and we have… more
- Scotiabank (New York, NY)
- …You'll Do_** + Champion a customer focused culture to establish and deepen client relationships and to leverage broader Bank relationships, systems and ... and secondary Leveraged Loans, High Yield Bonds, and in some cases, Private Placement and Investment Grade securities to Scotiabank's investing clients. This role… more
- BMO Financial Group (Chicago, IL)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures timely resolution of… more
- Scotiabank (New York, NY)
- …a customer-first culture to support Sales with bringing in new clients to the Bank , deepen existing client relationships and improve client experience + ... trends to identify the ideal solution (vendor and/or internal), pricing strategies, client behavior etc. + Perform market research to understand the local needs… more
- Scotiabank (New York, NY)
- …drives a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + Builds ... trends to identify the ideal solution (vendor and/or internal), pricing strategies, client behavior etc. + Perform market research to understand the local needs… more
- Scotiabank (Houston, TX)
- …-facing legal templates. 8. Contributes to a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and ... on a broad range of matters across multiple businesses and operations of the Bank 's US Global Banking & Markets (GBM) business, with a core focus on corporate… more
- Scotiabank (New York, NY)
- …the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank 's risk appetite * Help to ensure the team and work product is ... comprehensive financial statement analysis), QLR communications, amendments, refinancing and new client transactions for the CIR industry in line with current … more
- JPMorgan Chase (Nashville, TN)
- …a premier cloud-based platform for administering equity plans for public and private companies. Serving over 1,800 corporate clients, from start-ups to multinational ... of transforming equity compensation worldwide. This role is dedicated to supporting private companies at every stage, from pre-seed to IPO, helping them navigate… more