- JPMorgan Chase (Columbus, OH)
- The Wealth Management (WM) Credit Risk team is seeking a Lead Credit Officer - Vice President to manage credit exposure for WM clients, with a ... 36 countries around the world. **Job summary** As a Credit Risk Lead in Wealth ...small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
- JPMorgan Chase (Columbus, OH)
- …client financial statements is the key measurement in determining the credit risk associated with a requested loan + ** Wealth Management Investment Risk ... engage your skills. As a Summer Analyst in the Asset and Wealth Management (AWM) Risk...Summer analyst are available with the following groups: + ** Credit Risk ** : Oversees risk … more
- JPMorgan Chase (New York, NY)
- **Summary** As a Credit Risk Measurement and Analytics (CRMA) lead in the Credit Risk Measurement and Analytics (CRMA) team, you'll manage credit ... risk for the Global Private Bank (GPB) and Wealth Management (WM). CRMA also manages associated risk...highest standards and best practices in the industry. manages credit risk oversight of marketable-securities-backed lending programs,… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... 160 years. JP Morgan is a global leader in asset and wealth management with assets under...fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As… more
- BMO Financial Group (New York, NY)
- …not limited to: **Portfolio Management:** + Manage a credit portfolio of diverse asset and wealth clients. + Completes due diligence and credit analysis ... providing lending expertise for a variety of sub-sectors under Asset & Wealth Managers, including but not...to Fund Finance (BDC and Capital Call Financing), establishing credit facilities to support trading products business and facilitating… more
- Truist (Atlanta, GA)
- …(financial planning, portfolio management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit , and general ... Strategists, Treasury & Payment Solutions Partners, Financial Planners, Mortgage Partners, Credit Advisors and other wealth product partners based upon… more
- JPMorgan Chase (Portland, OR)
- …basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation. + Structure and present ... retirement solutions, educational and philanthropic planning, general investment matters and asset allocation, working knowledge of credit and applicable trust… more
- HSBC (Arcadia, CA)
- …and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the company in ... + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to...disability, or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North… more
- Truist (Atlanta, GA)
- …300-500 Medical physicians. Provides integrated delivery of a broad range of Wealth products and services including financial planning, asset management, ... personal trust and estate planning, insurance and risk management services, consumer and mortgage credit ,...to deliver advice on banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth … more
- HSBC (New York, NY)
- …and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. You will represent the Company ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...+ Good understanding of how to work with Compliance, Credit & Risk and Internal Control to… more
- CIBC (New York, NY)
- …measurement, monitoring and control of operational, reputation and legal, strategic, market, credit , investment and liquidity risk , collectively "CIBC Risk ", ... core purpose: to make our clients' ambitions a reality, Risk Management is accountable for the independent oversight of...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- Wells Fargo (Charlotte, NC)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance… more
- JPMorgan Chase (Houston, TX)
- …on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal ... with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Bachelor's Degree required… more
- Regions Bank (Houston, TX)
- …+ Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal ... of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of...trust and estate planning, insurance and risk management services, consumer and mortgage credit ,… more
- JPMorgan Chase (New York, NY)
- …guidance and clear direction on key principles, and proactively managing risks. The Chief Risk Officer of Asset Wealth Management (AWM CRO) reports directly ... Hedge Funds, Absolute Return Fixed Income, Private Equity, Private Credit and Real Assets, which includes Real Estate, Infrastructure,... Risk Operating Committee as well as the Asset and Wealth Management Operating Committee. The… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as… more
- BlackRock (San Francisco, CA)
- …Our platform provides a whole portfolio approach to investing across the risk /return spectrum, leveraging our global scale to deliver investment solutions that meet ... in a quickly growing and increasingly competitive Private Debt asset class. The team will do so by leveraging...with a primary focus on products distributed through global wealth . + Work in close partnership primarily with Portfolio… more
- JPMorgan Chase (Brooklyn, NY)
- … Credit portfolio, which includes the Corporate & Investment Bank, Commercial Banking, Asset & Wealth Management and risk -rated businesses within Consumer ... status quo and striving to be best-in-class. As a Risk Management - Credit Risk ...small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
- Morgan Stanley (New York, NY)
- …from exposure to losses resulting from defaults by our lending and trading counterparties. Credit Risk Management (CRM) evaluates credit risk ... mitigation. The department also assigns Internal Credit Ratings; establishes and manages credit risk limits in accordance with the risk tolerance… more
- Scotiabank (New York, NY)
- Director, US Non-Investment Grade Credit Risk **Requisition ID:** 198417 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the Salary Range shown is a ... leads a team responsible for managing US Non-Investment Grade credit risk , which may include, but is...area of finance or business, or equivalent, is an asset **Interested?** If your experience is closely related but… more