- 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 ... resources of one of the largest and most respected financial firms in the world. Our small size and...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Wells Fargo (Frisco, TX)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer service… 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 ... approaches and sound personal financial planning and financial advisory concepts. **Primary...consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years… 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 ... **Preferred Skills** Book Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process… more
- Coinbase (Austin, TX)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- AIG (Milano, TX)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... will be divided into four areas of responsibility: Meet financial and operating targets *Responsible for achievement of ...to attract and retain top industry talent and develop high performing teams * Drive a culture that promotes… more
- Coinbase (Austin, TX)
- …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- BMO Financial Group (Dallas, TX)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... conditions and compliance with loan agreement. + Provides accurate financial analysis and risk assessment of new and existing...- $127,800.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Bank of America (Dallas, TX)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Robert Half Finance & Accounting (Dallas, TX)
- …+ Family office or multi-family office background strongly preferred + Expertise in high - net - worth structures, estate planning, and compliance + Discreet, ... experienced Head of Family Office to lead tax strategy, investment oversight, and financial operations for a substantial family office. This senior role offers a… more
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