PLP Borrower Specialist — Private Wealth & Lending
J.P. Morgan
A leading global financial services firm is seeking a PLP Borrower Specialist in New York, NY. You will manage the Professional Loan Program, introduce clients to tailored loan solutions, and be the primary point of contact for loans. Candidates should have at least 2 years of experience in Wealth Management or Banking and a Bachelor's degree. Strong sales and client relationship skills are essential for success in this role. #J-18808-Ljbffr J.P. Morgan
$170k - $350k
...clients within J.P. Morgan's U.S. Private Bank. If you have an... ...to the next level. As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting... ...Demonstrated understanding of wealth management including, but not...PrivateLocal area- ...Lending Specialist We are actively looking for exceptionally talented individuals... ...within J.P. Morgan's U.S. Private Bank. If you have an... ...will manage our most complex borrowing relationships by presenting... ...Demonstrated understanding of wealth management including, but...PrivateLocal area
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...career to the next level. As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting... ...Demonstrated understanding of wealth management including, but...PrivateLocal area
$100k - $130k
Description Citizens Private Bank is looking for a Lending Specialist to support the underwriting needs of the Private Bank’s business loan and commercial... ...and non-recurring sources of cash flow and borrowers' ability to debt service. Cultivate strong and positive...PrivateLocal areaFlexible hours$99.75k - $150k
...Wealth Management, Lending Policy & Guideline Manager As a Lending Policy & Guideline Manager in Wealth Management, you are an integral... ...and communication with other functional teams across the Private Bank. Act as a primary point of contact for product-related...Private$85k - $160k
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - New York location... ...solutions for customers to better spend, borrow, invest, and save. Across Wealth... ...philanthropic planning and private banking and lending services. As client needs evolve, this...PrivateFull timeTemporary workPart timeWork at office- ...existing clients in partnership with a private bank credit team. Key... ...Advisor (PCA) in developing new custom lending relationships with strategic wealth clients, driving funded loan balance... ...skills, and deal structuring for borrowers with complex balance sheets and income...PrivateBank staff
- As a ConnectWealth Platform Specialist , you will serve as the subject matter expert to deliver the value proposition of our new... ...strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management...PrivateFlexible hours
$75k - $125k
Goldman Sachs in New York City is seeking Wealth Management Professionals to accelerate their career at the pinnacle of global wealth management. The role requires exceptional client service skills, with a focus on operational management and risk management while supporting...Private$100k - $130k
A major financial institution is seeking a Lending Specialist to manage the underwriting process for business loans and commercial real estate transactions. The ideal candidate should have over 3 years of experience in commercial credit analysis and a BA/BS degree in business...PrivateFlexible hours$145k - $185k
Overview Job Title: Private Wealth Capital Specialist Company: Initio Capital Employment types: Full-time, Part-time, Contract, Temporary, Internship, Casual Location: Hybrid | New York, NY, United States Position Details Location: New York, NY Employment Type: Full-Time...PrivateFull timeContract workTemporary workPart timeCasual workInternship$102k - $130k
A leading banking institution in New York is seeking a Private Bank Lending Specialist to manage the loan process with precision and exceptional service. The candidate will work closely with Relationship Managers to assess client lending needs and perform financial analysis...PrivateRemote jobFlexible hours$115k - $270k
...Investment Strategy Group Junior Vice President The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management is responsible for strategic and tactical asset allocation views and providing advice to the firm's high net worth clients and certain...PrivateFull timeTemporary workPart time$125k - $145k
Citizens Bank is seeking a Private Bank Lending Specialist in New York, NY to support Relationship Managers with operational, processing, and analytical expertise. The specialist will ensure quality control from loan applications to closures, requiring 3-5+ years of experience...PrivateFlexible hours$125k - $290k
Overview Asset & Wealth Management (GSAM) A career with Goldman Sachs Asset & Wealth Management... .... Partner with an alternatives specialist and internal consultant in a thoughtful... ...alternative investment solutions, including private equity, private credit, real estate,...PrivateFull timeTemporary workPart timeWorldwide$85k - $160k
...support client relationships and drive new business generation in Wealth Management. Candidates should possess a Bachelor's degree, and... .... This role offers the opportunity to transition into a Private Wealth Advisor position. The estimated salary range is $85,000-...Private$125k - $145k
Description The Private Bank Lending Specialist supports Relationship Managers with their loan portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing, and analytical capacities, ensuring a high level of quality control...PrivateWork at officeLocal areaWork from homeFlexible hours- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York GOLDMAN SACHS... ...across strategies - Direct Lending (middle market and large cap performing... ...engagement with relevant parties (e.g. borrowers, sponsors and advisors) Actively monitoring...PrivateFlexible hours
$125k - $145k
Citizens is seeking a Private Bank Lending Specialist in New York, NY to support Relationship Managers with their loan portfolios. The role focuses on operational and analytical tasks, ensuring quality control throughout the loan applications to closing. Candidates should...PrivateFlexible hours- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York New York,... ...pollination across strategies - Direct Lending (middle market and large cap... ...engagement with relevant parties (e.g. borrowers, sponsors and advisors) Actively monitoring...PrivateFull timeWork at officeFlexible hours
- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions... ...and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve...PrivateDay shift
$102k - $130k
Overview The Private Bank Lending Specialist supports Relationship Managers and their clients by managing the loan process with exceptional care, precision, and service. This role operates primarily in operational, processing, and analytical capacities, ensuring a high...PrivateWork at officeLocal areaWork from homeFlexible hours$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Reporting... ...for customers to better spend, borrow, invest, and save. Across Wealth Management... ...planning and private banking and lending services. As client needs evolve, this...PrivateFull timeTemporary workPart timeWork at office- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement... ...customers to better spend, borrow, invest, and save. Across... ...and private banking and lending services. As client needs evolve... ...closely with PWAs, content specialist teams, and compliance...PrivateFull timeWork at office
$100k - $170k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the... ...than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance...PrivateFull timeTemporary workPart time- ...Pre-Approval Specialist page is loaded## Pre-Approval Specialistremote... ...of America's fastest-growing private businesses and has received... ...to aid CrossCountry Mortgage borrowers to the best financial program... ...NMLS3029) is an FHA Approved Lending Institution and is not acting...PrivateHourly payTemporary workLocal areaRemote work
- J.P. Morgan is seeking a motivated professional for a role in U.S. Private Banking in New York City. This position involves advising clients on credit products and solutions, analyzing client portfolios, and participating in client pitches. Candidates should hold a bachelor...Private
- JPMorganChase in New York City is seeking talented individuals for a credit risk role in the U.S. Private Bank. You would collaborate with colleagues across divisions to enhance the client experience while managing client relationships and loan structures. The ideal candidate...Private
- Job Description Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping... .... As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management... ...strongly preferred. Banking, lending, and investment solutions a plus. Equal...Temporary workWork at office
- ...prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance with...Private
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