- Bank of America (Los Angeles, CA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... 10 years' experience in Commercial Lending. + Demonstrated leadership ability. + Demonstrates management of an extensive portfolio of middle market clients with… more
- JPMorgan Chase (Miami, FL)
- …of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management , trusts ... and credit presentations + Supervise credit approval memos/restructure memos + Monitor portfolio risk and proactively work to improve portfolio quality and… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... turn oversees three Assistant Directors of Development. This position will manage a portfolio of major gift prospects capable of contributing $250,000 or more to… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful ... * Maintain and update the database regularly * Conduct ad hoc project management * Assist in portfolio performance updates * Provide operational functions… more
- HSBC (New York, NY)
- …succeed in this role: + Experience of 10 - 15 years years in Private Banking / Wealth Management , with significant exposure to COO - type roles or business ... COO function and leadership team. This will require ongoing management of BAU with uncompromising focus on results while...agile ways of operating across the PB US CTB portfolio + Responsible for working with Technology to ensure… more
- Manulife (Boston, MA)
- …experience. + Exposure to Data Analytic tools and methodologies. + Knowledge of investment areas such as portfolio management , operations, credit risk, ... you'll have the opportunity to conduct audits of our North American Insurance and Wealth and Asset Management businesses. At Manulife John Hancock, we are… more
- Bank of America (Pennington, NJ)
- …and Reporting group is responsible for providing financial support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The ... pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in… more
- Fifth Third Bank, NA (Chicago, IL)
- …and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (ie, delinquencies, documentation preparation, financial ... well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at...order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs.… more
- Comerica (Frisco, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... including assessment risks and potential liabilities. + Active role in the management and administration of granular portfolio of equity investments. This… more
- BlackRock (San Francisco, CA)
- …across all aspects of an advisor's business + Deliver fiduciary and investment insights through portfolio construction conversations + Provide support to ... **About this role** **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial… more