- JPMorgan Chase (Columbus, OH)
- … Specialist organization. As an Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists ... **Job Description** The JP Morgan Wealth Management Lending Product...You will have the potential to work closely with senior Lending Specialists, gain exposure to a… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation… more
- Citigroup (Tampa, FL)
- …Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management ... (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for...senior leaders. + Significant knowledge and expertise of Lending Compliance laws, rules, regulations, risks, and appropriate controls… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Eastern Bank (Saugus, MA)
- … services including banking services, residential and commercial lending , cash management , and wealth management . Oversees general administration of ... businesses, private partnerships, and non-profit organizations. **Skills/Knowledge** **Knowledge of banking, lending , and wealth management products.** +… more
- Truist (Charlotte, NC)
- …and internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or ... new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively...and experience. Minimum of seven (7) years in structured wealth lending or with large commercial credit… more
- JPMorgan Chase (Birmingham, AL)
- …Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending , Chase Wealth Management , and Merchant and Card ... relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior...of business clients. Partner across lines of business (Chase Wealth Management , Home Lending , Branch… more
- Regions Bank (Clearwater, FL)
- … Advisor role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point of contact, delivering ... of the system. **Job Description:** At Regions, the Associate Wealth Advisor, through the mentorship of a senior...(1) year of line delivery banking experience, preferably in lending , trust investment or wealth management… more
- JPMorgan Chase (Santa Clara, CA)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... advice with a focus on client experience and risk management . Business Banking is looking for a senior...more years of experience in a business banking relationship management role or related business lending experience;… more
- Citigroup (New York, NY)
- …regulated fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
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