- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for ... (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio ...management , cross-functional partners, and Credit Risk Management . Oversees sound portfolio management … more
- Bank of America (Charlotte, NC)
- …Join us! **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central ... with complex balance sheets and income streams *10+ years of commercial/private wealth management credit experience *Strong negotiation and communication… more
- Bank of America (St. Louis, MO)
- …balance sheets and income streams * 3-5+ years of commercial and/or 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 (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 (Pennington, NJ)
- …Administration, Financial Economics/equivalent experience + Experience in marketing and selling wealth management credit solutions through Financial Advisors ... new credit relationships with the financial advisors wealth management clients/ prospects in addition to...to Detail + Business Development + Loan Structuring + Portfolio Management + Relationship Building + Active… more
- Bank of America (Florham Park, NJ)
- …Strategy **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience * Strong oral and written communication ... Credit Executive, Global Wealth & Investment Management Pennington, New...partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management , and Servicing & Fulfillment. The… more
- Citigroup (New York, NY)
- …affluent and HNW clients. The role sits within the Portfolio Strategy team within Wealth Credit Management (WCM), serving as a critical component of our ... The role sits within the Wealth Credit Management team...or other quantitative discipline preferred. **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio… more
- Wells Fargo (Atlanta, GA)
- …for highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of ... complex and unique challenges requiring in-depth evaluation across multiple areas within Private Wealth Portfolio Management + Deliver solutions that are… 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 (Mclean, VA)
- …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
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