Private Wealth Credit Portfolio Architect
Regions Bank
Regions Bank is seeking a Private Wealth Management Credit Portfolio Manager responsible for analyzing and underwriting credit decisions for high-stakes PWM credit requests. You will manage credit exposure, prepare credit packages, and ensure compliance with internal and external policies. The candidate must have a Bachelor's degree in finance or accounting and five years of experience in relevant underwriting. Benefits include flexible paid vacation, 401K match, and comprehensive medical coverage. #J-18808-Ljbffr Regions Bank
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$117k - $175k
...:This job is responsible for credit underwriting new and existing... ...clients in partnership with a private bank credit team. Key... ...independently managing transactions or portfolios of moderate to high... ...credit requirements. The Global Wealth Investment Management-Sr Credit...PrivateFull timeBank staffWork at officeDay shift$84.15k
Job Description At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors...PrivateFull timeFlexible hours- ...Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...estate planning, investments, banking, credit, real estate, insurance, charitable giving... ...Monitor financial plans and investment portfolios, making key adjustments based on market...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- U.S. Bank is seeking an Investment Partner within Private Wealth Management to help solicit, develop, and retain client relationships for... ...support background and a path toward becoming an Investment Portfolio Manager, with a hybrid schedule and in-office presence three...PrivateWork at office
- AssetMark is seeking a Client Portfolio Manager to help build the Private Wealth business in Charlotte, NC. You will work with senior teams to shape portfolio strategy, deliver personalized investment guidance, and produce advisor and client communications. In this role...Private
$62k - $175k
...responsibilities include documenting credit analysis, independently... ..., and monitoring portfolio performance.The Senior Credit... ...relationships with strategic wealth clients. This role supports responsible... ...yacht, unsecured, insurance, private equity, and subscription‑finance...PrivateFull timeWork at officeFlexible hoursDay shift- ...This job is responsible for credit underwriting new and existing... ...clients in partnership with a private bank credit team. Key responsibilities... ...managing transactions or portfolios of moderate to high... ...credit requirements. The Global Wealth Investment Management-Sr Credit...PrivateBank staffWork at officeShift workDay shift
- ...Job Description Extends credit to and monitors loan portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom... ...ultra high net worth clients of Global Wealth and Investment Management (GWIM),...PrivateShift workDay shift
- ...Credit Underwriter IIAt Bank of America, we are guided by a common... ...-complexity transactions or portfolios, completing and reviewing credit... ...relationships with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription-...PrivateWork at officeFlexible hoursDay shift
$200k
...Job Description The Senior Wealth Manager serves as the trusted... ...Directors, Fiduciary Specialists and Private Bankers, the Senior Wealth... ...Series 63 & 65) A current portfolio AUM value of $200k or more... ...knowledge of consumer lending; credit, documentation and portfolio...PrivateFull time- ...impact. Join us! Job Description: Extends credit to and monitors loan portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in... ...ultra high net worth clients of Global Wealth and Investment Management (GWIM),...PrivateWork at officeFlexible hoursShift workDay shift
- ...com)Wells Fargo is seeking a Lead Wealth Underwriter in the Banking,... ...Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers,... ...Capital and Hedge Fund investment portfolios. In this role, you will:Maintain...PrivateFull timeWork experience placement
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$140k - $155k
Job Description:The Job/What You'll Do:This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief...PrivateFull timeWork at officeFlexible hours- ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...on relationship management, not portfolio management Demonstrate a deep... ...services, including personal banking, credit cards, mortgages, auto financing, investment...
$125k - $175k
Job Description:AssetMark Wealth Services develops innovative, outcome... ...investment strategies and portfolios. We partner exclusively with... ...include a growing range of private markets strategies alongside... ...Strong knowledge of private credit, private equity, private real...PrivateFull timeWork at officeRemote workFlexible hours- ...re seeking an experienced Senior Portfolio Manager to work with the Charlotte... ...Managers and provides daily credit analysis, underwriting, and portfolio... ...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail...PrivateWork experience placementLocal area
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$185.43k - $213.44k
...appropriate steps to safeguard and protect private and personally identifiable information... ...Regions, the Regions Business Capital Portfolio Manager manages portfolios and executes... ...and trends, performing required periodic credit servicing, proactively defining client credit...PrivateFull timeWork at officeFlexible hours- Novant Asset Management Company (NAMCO) is hiring an experienced Investment Analyst Sr (Private Markets) to oversee an existing portfolio across private equity, private credit, real estate and real assets. You will underwrite new fund investments, perform due diligence,...Private
- The Ball Hawk in Charlotte, NC, is seeking a Senior Wealth Manager who will serve as the trusted advisor to affluent clients. The successful... .... Applicants should have at least 8 years of experience in portfolio management, strong expertise in financial products, and...
$140k - $175k
...discover what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In...PrivateFull timeWork experience placementLocal area- F.N.B. Corporation in Charlotte, NC seeks a Private Banker 3 to market private banking services to business owners and executives and... ...to grow client relationships. The role emphasizes cross-selling wealth and insurance products and coordinating with COIs to expand opportunities...Private
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals...Private
- JPMorganChase in Charlotte, NC is seeking an experienced Private Banker to manage client relationships and provide comprehensive financial... ...Services. This role requires active management of client portfolios and collaboration with internal specialists to ensure holistic...Private
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- ...client-focused environment. In their Private Wealth Management division, significant... ...environment, combined with a rich product portfolio and excellent prospecting opportunities... ...Regulation Z, including a background and credit check. Our client is on a mission to...Private
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In...PrivateTemporary workWork experience placement$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important... ...and career growth. Responsible for a portfolio of clients of varying size and scope and... ...taxation of financial products in the credit markets Proficient in taxation of Partnerships...PrivateFull time
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