- Huntington National Bank (Charlotte, NC)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Bank of America (Charlotte, NC)
- Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of ... **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and...work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Credit Executive (CE)… more
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Bank clients and works with the Central ... communications skills to work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Charlotte, North Carolina;Saint Louis, Missouri **Job Description:** At Bank of America, we are ... in a responsible and profitable manner, and managing a portfolio of existing lending relationships. The SCU performs and...data + Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Vanguard (Charlotte, NC)
- …giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Bank of America (Asheville, NC)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...with one in every two households. + Managing a portfolio of clients by providing exceptional client care with… more
- Bank of America (Morganton, NC)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- Truist (Charlotte, NC)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in Trust… more
- Bank of America (Chapel Hill, NC)
- …with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align ... reviews and presentations, including assessing financial goals and recommending investment advisory strategiesCommunicates solutions to clients that are best suited… more