- The Hartford (Wayne, PA)
- …the assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM ... a business plan to drive sales leveraging Hartford Funds product positioning on RIA's, Bank Trust and Private Wealth Groups and other centers of influence to… more
- Citigroup (Miami, FL)
- …and offshore conduct rules. Define and negotiate with the clients and Citi Private Bank credit approvers, the credit structure of the lending transactions ... processes meet the bank 's standards. Enhance and support the development of regional and local lending product programs to ensure they keep pace with an… more
- Scotiabank (New York, NY)
- …policies and procedures. Manage the non-trading / sales elements for the Regional and Global Equities (Global - Cash, Electronic Execution, Convertible Bonds and ... a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Strategy + Driving the annual strategy… more
- JPMorgan Chase (Los Angeles, CA)
- …for the selection and monitoring of alternative asset managers for the Global Private Bank , and advising clients on allocations to alternative investments . ... and how the alternative platform offering fits the Global Private Bank strategy within a market context...group. + Traveling, sometimes accompanied by Fund managers, to regional offices in the Central and West region for… more
- Wells Fargo (Dallas, TX)
- …all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to ... part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct … more
- SMBC (New York, NY)
- … bank capital structure, and a general understanding of regulatory requirements. Regional Bank coverage experience is a plus. **Role Objectives** + Support ... and Broker Dealer clients + Work closely across the Private Debt Complex to assist in advising Banks on...of credit risk as well as legal/compliance related to Bank and Broker Dealers + Excellent communication and presentation… more
- S&P Global (New York, NY)
- …nurturing relationships with key clients and prospects across Public and Private Markets, including insurance companies, financial institutions, non- bank ... in Debt Capital Markets working in Financial Services, including Insurance, Banking, Non- bank Financial Institutions, Private Markets, Private Credit, or… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs ... and HELOC products and features offered in the US Private Bank . This role also oversees the...Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional US Mortgage Team Leads, Key Technology Leaders, and… more
- MUFG (Irving, TX)
- …subject matter expert supporting GSCD's Regulatory Advisory functions across MUFG Bank , globally. The GSCD Program is responsible for advising on regulatory/ ... bank policy matters, managing global sanctions policy/procedure related matters,...sanctions controls (as applicable) to comply. + **Interacting with regional sanctions compliance teams** on both routine and strategic… more
- Scotiabank (New York, NY)
- …and update regular product reviews and risk assessments in line with regional and cross-jurisdictional governance + Evaluate, monitor, and mitigate product risks and ... customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + Builds a high-performance… more