Private Banking Portfolio Specialist
Retail Region 2 Administration
Cambridge Trust - A Division of Eastern Bank is seeking a Private Banking Portfolio Administrator to support relationship management and client servicing for assigned portfolios in a fast-paced setting. You will handle client communication, documentation, and meeting materials, while coordinating with onboarding, servicing, and compliance teams. A Bachelor’s degree is preferred, with 3+ years of related experience and strong Salesforce familiarity. #J-18808-Ljbffr Retail Region 2 Administration
- Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...Private
- ...Lending Specialist In The Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial...Private
$115k
...seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities...Private$100k - $163k
...Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment. Learn... ...underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships...PrivateWork experience placement$165k - $200k
...special projects to support the Nonprofit Banking team's ongoing credit and risk... ...presentation tools. The Non‑Profit Lending Specialist II must have strong writing skills and possess... ...analysis background. Responsibilities Portfolio management - Prepare timely and...SuggestedWork at office- ...Portfolio Manager III Boston, Massachusetts To proceed with your application, you must... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ..., most likely in a wealth management, private banking and/or trust field Knowledge of...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift
$25.05 - $40.27 per hour
Cambridge Trust - A Division of Eastern Bank is hiring a Private Banking Portfolio Administrator Hiring Range: $25.05 - $40.27 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional...PrivateWork experience placementWork at officeShift work$150k - $190k
Corporate Advisory & Banking Relationship Manager page is loaded##... ...Firm's relationships with privately owned businesses and their owners... ...the credit and managing the portfolio of existing credits, you... ...known for premium service, specialist expertise, technology solutions...PrivateWork at office3 days per week- ...maintaining quantitative models that support asset allocation and portfolio construction. Candidates must have a Master’s degree and strong... ...analysis, enhancing existing quantitative models, and sourcing private markets data. Key programming skills in Python and SQL are...Private
$200k - $230k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...’ll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge... ...officers, clients, and prospects about private equity, private credit, hedge funds, real...PrivateLocal areaRemote work- 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor... ...solutions. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program...PrivateFull timeWork experience placementVisa sponsorship
- Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should...Private
$115k - $145k
...high-touch, full-service relationship support role within our Private Banking division. This individual serves as a trusted extension of... ...Relationship Management Serve as a primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth private banking...PrivateWork at officeLocal areaWork from homeFlexible hours$100k - $225k
VP Commercial Banking Relationship Manager - Boston About Hingham... ...institutional, government, and private client banking relationships.... .... You will also manage a portfolio of existing relationships with... ...Services Team and Cash Management Specialists. The SDG works closely with...PrivateTemporary workWork at officeRemote work$110k - $215k
...opportunities to deepen existing relationships. The primary focus is on advising clients on their financial needs and the full array of Private Bank capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify...PrivateShift workDay shift- ...Responsibilities Reconcile banking transactions and prepare journal entries in accordance... ..., and investor allocations. Track portfolio investments and cash activity. Support preparation... .... Experience with venture capital or private equity funds. Experience with fund...Private
- Citizens in Boston seeks a Senior Specialty Lending Professional to underwrite and monitor complex credits for Private Bank and Wealth Management clients. The role collaborates with Sales, Product and Credit Risk to offer optimal lending solutions while maintaining risk...Private
- ...environment, with the backing of one of the countriess largest private banks, this could be your new home. Qualifications: - A... ..., but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit...Private
- ...First Bank & Trust in Cambridge, MA is seeking a customer-focused professional to develop and maintain client relationships, manage client needs, and proactively identify opportunities to offer solutions that benefit both the client and the bank. You will handle teller...
- ...experience and intelligent automation elevate portfolio design and delivery, helping advisors... ...and today we are a leader in investment banking, consumer and small business banking,... ...industry-leading investment management and private banking solutions. Asset Management...Private
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateWeekend work$22 - $23.5 per hour
...Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable...PrivateWeekend work$24 - $25.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable...Private- ...position in Leveraged Finance is a credit underwriting and portfolio management role focused on completing acquisition,... ...transactions for new and existing corporate and private equity owned customers of Citizens Bank. The position requires constant interaction with internal...Private
$98k - $124k
Description The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional...PrivateWork at officeLocal areaWork from homeFlexible hours- ...Manager – Middle Market Commercial Banking, Boston office. Partner with... ...teams of dynamic public and private companies generating $50... ...Responsibilities Manage an extensive portfolio of middle‑market clients with... ...relationships with Product Specialists in Credit, Treasury...PrivateWork experience placementWork at officeLocal areaShift workDay shift
- ...advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor... ...experience in wealth management, financial planning, private banking, or related fields, with a preference for those with exposure...Private
- ...within Asset Management you will oversee a portfolio of Home Office strategic relationships,... ...and today we are a leader in investment banking, consumer and small business banking,... ...industry-leading investment management and private banking solutions. Asset Management...PrivateHome office
$92.5k - $110k
Job DescriptionPOSITION SUMMARY:The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio...PrivateTemporary work$96k - $133k
...services to institutional investors and private wealth clients. The organization manages... ...understand the end-to-end context of client portfolio guidelines and rules, working with... ...0, and related SEC regulations; general banking knowledge including OCC 12 CFR Part 9 and...Full timeWork at officeRemote work3 days per week
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