- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... greater than $2 billion. You'll serve as a trusted advisor and single point of contact across all markets,...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your industry leading expertise in… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… 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 ... industry regulations and internal policies while maintaining strong and trusted client relationships. Essential Duties and Responsibilities * Based on individualized… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- First Horizon Bank (Tampa, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing ...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to...to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for… more
- First Horizon Bank (New York, NY)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... in job posting. **Summary** Commercial Relationship Managers are the client -facing key to our core business of commercial banking....and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… 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 ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… 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. - ... and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger… more