- Citigroup (San Antonio, TX)
- …be responsible for handling end-to- end brokerage account servicing and trading requests for high - net - worth clients in a contact center setting for domestic ... customer experience. + Provide quarterly value-added engagement with clients - high touch, remote, consistent communication, etc. + Refer opportunities to segment… more
- PNC (Dallas, TX)
- …Introduces and sells, both inside and outside of the office, products and services to high - net - worth clients. Demonstrates a high degree of knowledge in ... identifying and selling solutions. + Builds relationships with internal and external customers through the utilization of appropriate tools or technologies. + Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. +… more
- CIBC (Houston, TX)
- …Development Officer (BDO), you are responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- JPMorgan Chase (Dallas, TX)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Dallas, TX)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Plano, TX)
- …a global leader managing $6.4 trillion in client assets, and work with institutions, high - net - worth team members, and retail investors worldwide. This role ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- US Tech Solutions (Frisco, TX)
- …coordination efforts. **Role responsibilities:** + Coordinate and communicate meetings for high - net - worth clients in multiple locations across multiple ... + Assist teammates; cover other duties during vacations. **Educational Requirements:** + High School Preferred **Work Experience:** + 2+ Years Preferred **About US… more
- Regions Bank (Houston, TX)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial services industry… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... cross-selling opportunities. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for… more
- Charles Schwab (Austin, TX)
- …digital platforms to enhance our expertise, delivery, and services for both mass affluent and high net worth clients. As a Senior Manager you will support ... SWA Offer Experience initiatives. Examples of initiatives that SWA Offer Experience is responsible for includes SWA Operating Model, Offer and Practice Standards, Advice Suite Modernization, and SWA Monitoring. A successful candidate will: + **Execute on… more
Recent Jobs
-
In Home Healthcare RN-Full Time/Part Time High Acuity (Nights)
- buyer (China Grove, TX)
-
Beef & Dairy Territory Representative (Texas Panhandle)
- Merck & Co. (Lenexa, KS)
-
Small Business Banker
- City National Bank (Miami, FL)
-
Bioprocess Account Manager-Remote
- Repligen (Raleigh, NC)