- Wells Fargo (Dallas, TX)
- …needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management Services. **In this role, you will:** + Lead or ... UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...in fiduciary accounts, client acquisition and relationship management + Assess risk and ensure compliance… more
- Wells Fargo (Austin, TX)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate...+ Deliver high-quality work-product within stated deadlines. + Identify fiduciary risk and suggest possible solutions. +… more
- Wells Fargo (Austin, TX)
- …Specialist on the BL&T Fiduciary Oversight team, you will provide technical fiduciary risk management expertise and leverage expertise to identify ... client experience, improve efficiencies and reduce risk . + Provide risk management at account acceptance and provide fiduciary risk guidance in… more
- JPMorgan Chase (Dallas, TX)
- …management including development + Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level of ... & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise...administration, and management of specialty assets. **Mineral Asset Management ** ("Oil & Gas") is a… more
- Comerica (Dallas, TX)
- …the financial services industry, specifically focused in the areas of investment management , investment oversight, risk management , compliance and/or trust ... current understanding and working knowledge of the Comerica Investment Policy Committee, asset allocation guidelines and process for establishing risk tolerance… more
- First National Bank of Omaha (Plano, TX)
- …affluent clients through multiple delivery channels of investment management , fiduciary advice, specialized asset management , full service financial ... Meet regularly with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management : Deliver...investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively… more
- PNC (Dallas, TX)
- …activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate ... * Review of Loan documents and Closing Statements to become familiar with the asset * Complete certain loan setup tasks in a servicing system, ensuring relevant data… more
- PNC (Dallas, TX)
- …activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate ... department is primarily responsible for preparing reports for investors detailing the asset level activity on their portfolios of commercial real estate loans. These… more
- JPMorgan Chase (Plano, TX)
- …or Alteryx skills and experience with data analytics + Specialized knowledge related to fiduciary risk , anti-money laundering, model risk , or other areas of ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more