- Huntington National Bank (Fairlawn, OH)
- Description Summary: Wealth and Investment Portfolio Manager II's manage medium/large and complex portfolios based on client and corporate investment ... Duties and Responsibilities: + Works closely with the client to monitor investment performance and recommend a strategy. + Responsible for ongoing client service… more
- 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
- BMO Financial Group (Barrington, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Wealth Management clients and works ... with business partners and clients Role Summary: The Credit Manager (CM) is aligned with the Credit Executive (CE)...goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth… more
- Wells Fargo (Atlanta, GA)
- …outstanding talent. It all begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager .** **In this role, you will:** + Identify and ... highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of highly… more
- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager ...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **Job Description:** At Bank of America, ... (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
- Bank of America (Florham Park, NJ)
- Credit Executive, Global Wealth & Investment Management Pennington, New Jersey;Florham Park, New Jersey; Princeton, New Jersey; Red Bank, New Jersey **Job ... a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * Business… more
- Citigroup (New York, NY)
- …respect to their specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. + Articulate ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Commerce Bank (Leawood, KS)
- …of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate job and contemplates a wide range of factors that ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax… more