• Sr. Credit Risk Review Officer

    City National Bank (Dallas, TX)
    …including corporate, syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan ... products. * Thorough knowledge of Probability of Default (PD) and Loss Given Default (LGD) systems required. * Must be able to lead a team of examiners in the successful completion of credit risk review activities and related projects. * Must be able to work… more
    City National Bank (07/31/25)
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  • Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... strong consultative and client management skills with the ability to sell a wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… more
    Truist (07/30/25)
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  • Production Specialist, Lexington Property

    AIG (Houston, TX)
    …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
    AIG (07/23/25)
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  • Advisor Development Program Financial Solutions…

    Bank of America (Houston, TX)
    …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more
    Bank of America (07/18/25)
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  • Structured Credit Executive - Private Bank

    Bank of America (Houston, TX)
    …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
    Bank of America (07/11/25)
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  • SVP, Credit Review Senior Officer I

    Citigroup (Irving, TX)
    …accuracy and appropriateness of risk ratings and classifications of corporate, commercial and high - net worth relationships + Assessment of the effectiveness ... of the credit risk processes and standards of assigned Review Entity to promote leading practices and identify opportunities for improvements + Assessment of Business and Risk staffing levels to assess the effects on assigned Review Entity + Preparation of… more
    Citigroup (07/11/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their ... background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject… more
    Truist (07/09/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Houston, TX)
    …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with a range of insurance solutions to bring value to clients + Must be willing to become each client's trusted risk management advisor and bring… more
    World Insurance Associates, LLC. (06/24/25)
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  • Tax Manager

    Moss Adams LLP (Dallas, TX)
    …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Advise clients on corporate, partnership,… more
    Moss Adams LLP (06/24/25)
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  • GCM Client Administrator I

    M&T Bank (Dallas, TX)
    …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client… more
    M&T Bank (06/12/25)
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