- BMO Financial Group (New York, NY)
- …Prior experience representing (as inside or outside counsel) insurance companies, banks, private credit funds or other institutional investors in corporate ... mitigate them. + Implements areas of improvement to ensure consistency with market place. + Builds effective relationships with internal/ external stakeholders. +… more
- Regions Bank (Hoover, AL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... of the system. **Job Description:** At Regions, the Corporate Loan Fulfillment Specialist orchestrates the closing process for all members of the Relationship Team… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... is a primary benefit of being a JP Morgan Private Client, marking the initial engagement of bank-only clients...general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues +… more
- First Horizon Bank (Tampa, FL)
- **Description** **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business ... the community. + Expected to be the expert level " market moving" advisor with ability to handle the most...to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and… more
- Neuberger Berman (New York, NY)
- … private equity funds, and structure and execute GP-led secondary transactions + Private Credit : Invests on a primary or secondary basis in junior and ... investment strategies, including Primary fund investments, Equity Co-investments, Secondaries, Private Credit and a number of other Specialty Strategies… more
- Scotiabank (New York, NY)
- … Sales & Trading group's overall success by covering a wide array of credit accounts as a specialist salesperson. The Director shall distribute Primary and ... Leveraged Loans, High Yield Bonds, and in some cases, Private Placement and Investment Grade securities to Scotiabank's investing...credit business to new and existing accounts + Market the firm's secondary trading capabilities + Distribute new… more
- Regions Bank (Birmingham, AL)
- …in renewal or credit servicing documents. Elevate findings to the Credit Products Specialist for further review for potential increased risk. Identify ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Citigroup (Atlanta, GA)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... ** Private Bankers at Citi develop and deepen client...process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver… more
- TD Bank (New York, NY)
- …and external committees as an expert within a major risk category (eg Operational, Credit , Reputational and/or Market Risk etc.) + Works with specific regulators ... United States of America **Hours:** 40 **Line of Business:** Credit Management **Pay Detail:** $200,000 - $225,000 USD TD...other financial institutions and with our valued corporate and private equity clients. **In this capacity you will:** +… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... specific market . Provide integrated financial services advice to these clients...integrated financial services advice to these clients including: banking, credit , asset management, trust and estate planning, and brokerage.… more