- Robert Half Office Team (Fort Worth, TX)
- …Contract to permanent position focuses on providing exceptional white-glove support to high - net - worth customers while ensuring smooth day-to-day operations ... to inbound customer inquiries. * Collaborate with team members to maintain a high standard of service and operational efficiency. Requirements * High school… more
- Bank of America (Dallas, TX)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth , Texas; Charlotte, North Carolina; Miami, Florida; Chicago, Illinois **Job… more
- First Horizon Bank (Fort Worth, TX)
- …lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing ... **Description** **Location:** On site in Fort Worth , TX **Summary** As a Private Bankers (PB), you are responsible for business development of professional… more
- Sedgwick (San Antonio, TX)
- …with a focus on timely, proactive service delivery. + Experience coordinating accommodations for high - net - worth clients or large-loss claims is a plus. + ... the insured's expectations-balancing budget, availability, and quality. + Maintain high touch service throughout the policyholder's stay, proactively resolving… more
- HUB International (Houston, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, ... + Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree...relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an… more
- SitusAMC (Dallas, TX)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
- US Bank (Dallas, TX)
- …+ Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- USAA (San Antonio, TX)
- …state and/or ability to obtain home state and multistate license within 90 days. + High Net Worth /Private Client Experience and ability to handle sensitive ... and compliance policies and procedures. **What you have:** + High School Diploma or General Equivalency Diploma. + 2...year of experience working in a Commercial Insurance agency, High Value insurance agency or broker setting. + Valid… more
- HUB International (San Antonio, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, ... + Ability to work in a team environment. + High School diploma or equivalent; college degree preferred. +...relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an… more
- Bank of America (Frisco, TX)
- …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more