- Regions Bank (Atlanta, GA)
- … risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or ... the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing,… more
- Regions Bank (Atlanta, GA)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Bank of America (Atlanta, GA)
- …holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management practices * ... Structured Credit Executive - Private Bank Houston,...is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** The Commercial Corporate Finance Credit Delivery group ("Group") supports and facilitates new revenue growth through ... complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and… more
- First Horizon Bank (Atlanta, GA)
- …Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- First Horizon Bank (Atlanta, GA)
- … portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- JPMorgan Chase (Atlanta, GA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Truist (Atlanta, GA)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute… more
- Manulife (Atlanta, GA)
- Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. MIM's global real estate ("GRE") platform ... provides investment solutions globally as part of its comprehensive private markets' capabilities, offering core, core-plus, and value-add strategies. MIM's GRE team… more
- First Horizon Bank (Atlanta, GA)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... providing them with tailored financial solutions like loans, lines of credit , cash management services, and deposit accounts. **Key Responsibilities Include** +… more