- Truist (Charlotte, NC)
- …1st shift (United States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for ... requests above $10MM but some requests could be in excess of $100MM. The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan… more
- Citigroup (New York, NY)
- …and footprint in serving affluent and HNW clients. The role sits within the Portfolio Strategy team within Wealth Credit Management (WCM), serving as ... The role sits within the Wealth Credit Management team of Citi...management; + Analyse the sources of counterparty risk in Wealth portfolio , with particular focus on stress… more
- Bank of America (Pennington, NJ)
- Global Wealth & Investments Credit Product Specialist Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help ... are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery... Credit Product Specialist is to establish new credit relationships with the financial advisors wealth … more
- Bank of America (Philadelphia, PA)
- …and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, ... Credit Executive, Global Wealth & Investment...growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating… more
- Truist (Mclean, VA)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- Truist (Chattanooga, TN)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients + Graduate of… more
- Wells Fargo (Charlotte, NC)
- … credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional ... for underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing consultative support to the WIM sales… more
- Truist (Asheville, NC)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... in the community in order to provide confident, comprehensive wealth management advice and solutions including, but not limited...and tax planning, cash flow analysis and budgeting, and credit and risk management to ultra-high net worth clients.… more
- Truist (Dallas, TX)
- …Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops ... upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor provides integrated delivery of a broad range of … more
- Citigroup (New York, NY)
- …7, 66 (or 63/65) preferred **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk Management **Time Type:** Full time **Primary Location:** ... Citi Wealth is a leading provider of financial solutions...clients. Initial focus will be creating and driving a delivery strategy for Securities Based Lending and Residential Mortgages… more