- Truist (Tampa, FL)
- …for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
- Truist (Jupiter, FL)
- …**Please review the following job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works ... as manager , or with training teammates 4. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully… more
- Citigroup (Coral Springs, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- US Bank (Tampa, FL)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- Bank of America (Naples, FL)
- Senior Portfolio Manager Naples, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order… more
- JPMorgan Chase (Fort Myers, FL)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) ... Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.… more
- First Horizon Bank (Key Largo, FL)
- …and by expanding the products and services of existing customers. The Group Manager for a market is responsible for overseeing Private Banking Relationship Managers ... DUTIES AND RESPONSIBILITIES** + Manage independently a significant client portfolio for the bank (>$100MM funded) and/ or manage...for the bank + Independently able to analyze the credit strengths and weaknesses of prospective borrowers and make… more
- BMO Financial Group (FL)
- We are seeking a Vice President level Relationship Manager (RM) in our Commercial Bank primarily covering the Southeast Religious Institution Group clients. The ... in this segment. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key… more
- Bank of America (Boca Raton, FL)
- …Qualifications:** + 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle ... Business Banking Sr. Relationship Manager - Stuart / Boca Raton, FL Stuart,...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more