- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for ... and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests...manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure… more
- Bank of America (New York, NY)
- …impact. Join us! **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the ... for Underwriting Manager **Required Qualifications:** *7+ years of commercial / private wealth management credit experience **(note: position may be… more
- Bank of America (Chicago, IL)
- …impact. Join us! **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the ... business partners + Collaborate with Sales, Risk, Operations, and Portfolio Management to deliver seamlessly, execute transactions...**Required Qualifications:** + 7+ years of commercial / private wealth management credit experience +… more
- Bank of America (Charlotte, NC)
- …complex balance sheets and income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation and communication ... be co-located **Desired Qualifications:** + Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred + Bachelor's degree… more
- Bank of America (Chicago, IL)
- …complex balance sheets and income streams * 3-5+years of commercial and/or private wealth management credit experience * Strongnegotiation and communication ... may not be co-located **Desired Qualifications:** * FormalCredit Training and/or Commercial/ Wealth Management credit experience preferred * Bachelor'sdegree… more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the...Proven skills in loan structuring, complex finance structures, negotiating, credit analysis, and portfolio management .… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... credit products. The role of the Private & Wealth Lending Credit Services Professional performs functions...add profitable credit business while maintaining acceptable portfolio credit quality. Primary responsibilities include +… more
- Truist (Charlotte, NC)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * ... the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- Truist (Chattanooga, TN)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients + ... the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management..., personal trust and estate planning, insurance and risk management services, retail and mortgage credit , and… more
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