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The Portfolio Manager also gathers information for new loan requests, collaborates with the President of Community Banking and/or Market President and/or Market President on preparing, underwriting loan packages and proposals, and coordinates with Lending Assistant teams to ensure proper loan documentation and closure with borrowers when necessary.
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Prepare and execute business plan designed to meet and exceed overall business objectives including client portfolio profitability, revenue growth and calling metrics. Corporate Banking Relationship Manager - Healthcare.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.) Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions.
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The SVP, Client Manager is a player / coach role managing a team of more junior client managers responsible for managing portfolio accounts as well as carrying a small number of more complex accounts.
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The Manager, BHR responsibilities will include performance management, employee relations, talent development, organizational effectiveness, change management, HR analytics, compensation planning and facilitation of talent acquisition.
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The Private Client Advisor “PCA” is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience.
$131,500 - $157,000 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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The Commercial Portfolio Manager 3 will be assigned to manage a loan portfolio of intermediate to complex Wholesale Banking credits. Effectively communicates with various internal business partners, i.e., loan operations, credit services, credit review, audit, treasury services, etc., engaging them as appropriate throughout the underwriting and portfolio management process.
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Seven (7) or more years minimum experience of Debt Capital Markets banking, sales, or Investor Relations experience in Project Finance and Infrastructure ; with a demonstrated ability to bring existing relationships to KBRA as well as foster new strong client relationships, (public market focus.
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Under the direction of the Manager, this position is involved with the management of private client and institutional investment portfolios and related client service activities, support of new business development opportunities, and the oversight, monitoring and development of investment products utilizing external investment managers.
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JOB FUNCTION / SUMMARY:Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client’s Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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Ownership of $11 billion fixed income investment portfolio and interconnected policies to direct strategic liquidity risk and interest rate risk management. 15+ years of related Treasury, FP&A, Finance, and/or Business Line CFO management experience at a regional bank or larger including at least five years in a management leadership role.
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business banking portfolio manager client relations jobs Title: manager
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