- AIG (Houston, TX)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... you are welcome to apply if you have other relevant professional insurance or financial experience. + The ability to analyze financial statements. + Strong… more
- 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
- 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. ... growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial … more
- AIG (Milano, TX)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... if you have other professional experience. + The ability to analyze financial statements. + Strong communication, networking and relationship building skills. + Good… more
- Truist (Houston, TX)
- …8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has strong ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more
- Wells Fargo (Austin, TX)
- …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in extracurricular enrichment… more
- AIG (Milano, TX)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you… more
- PennyMac (Plano, TX)
- …FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and… more
- International Paper (Carrollton, TX)
- …compensation, including commissions. _Variable pay may provide additional opportunities for financial awards. This job is eligible to participate in International ... potential._ **Category/Shift** : Salaried Full-Time **Physical Location:** Dallas - Fort Worth , TX (Dallas Complex) **The Job You Will Perform:** + Responsible… more
- PennyMac (Carrollton, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and… more
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