- City National Bank (Houston, TX)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
- Insight Global (San Antonio, TX)
- …High attention to detail and ability to manage multiple deadlines Experience with high - net - worth individuals or closely held businesses Exposure to tax ... ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by… 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 ... the firm's fiduciary duties and to provide superior client service . + Ability to partner with client's other advisors...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Cherry Bekaert (Austin, TX)
- …Solve problems for clients in industries such as real estate, professional services, and high net worth individuals + Manage engagements and provide ... Lead Tax Staff and Seniors in a dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in Accounting,… 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 ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- SitusAMC (Dallas, TX)
- …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. . People… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + You will… more
- 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 ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- 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 ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
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