Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or……

Growing International BD & RIA with offices in Miami, Mexico, Brazil & Geneva are looking to grow their team with quality wealth management individuals from……

Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit……

Strong knowledge of investment solutions across all asset classes and products (fixed income, equities bonds, commodities) * Fluent in Spanish or Portuguese and……

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.…

You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of……

Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money. AVP or VP title DOE.…

Work with the Manager of Private Banking to meet sales goals and maintains a pro-active business development attitude toward both customers and prospects with……

Conducts independent analysis and assessment to resolve strategic issues. Typically 7+ years of relevant experience and post-secondary degree in related field……

Bachelor’s degree in Business, Finance, Economics and/or related field is Master’s degree preferred. S market. This individual’s role will be client-centric and……

Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Risk Management: Implements or manages risk management for own……

Assists other team members in waiting on customers, answering phones, and performing other customer service duties. Four year degree is preferred.…

Candidates for this position should be comfortable with developing relations and their own client base with the guidance of a senior team that has proven……

Conducts business development calls to current and prospective clients. Education: A Bachelor’s degree in business, finance, banking or related field is……

Manage front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls, ordering office supplies,……

Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events.…

As a Private Banker your primary responsibility is to ensure a positive total customer experience by setting up accounts, performing teller transactions, and……

Makes business development calls on existing customers and prospective customers. Proficient in date entry /typing skills. Ability to solve complex problems.…

The following KSAs are usually acquired through college education with emphasis in investment discipline and/or professional certification and three to five……

Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow……

This may include responding to emails/phone calls outside of normal bank hours and some weekends. This position will manage existing private banking……

Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other……

Serves as a member of the organization's sales team; makes group sales calls where these types of calls will improve the opportunity for new business……

Develop relationships with outside professionals, such as attorneys and accountants, creating a network of experts and business partners needed to assure……

Work closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and……

The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their……

TBD Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate……

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.…

Private Bankers develop, manage, and retain client relationships. They offer value-added client solutions and demonstrate the ability to “close the deal”; they……

Use of manual dexterity skills for typing and data entry up to 40% of the business day. Proactively advise and consult with clients, explaining the types of……