- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...products across business lines combined with exceptional networking and relationship building skills + Excellent verbal and written communication… more
- Bank of America (Fort Worth, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Scotiabank (Houston, TX)
- …internal and external contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision ... of the Relationship Manager . Complete post-meeting follow up, including...calls. Contribute to cross-sell activities including across Capital Markets, Investment Banking, Foreign Exchange, Derivatives Products Group, Commodities, Global… more
- HSBC (Houston, TX)
- …Corporates sector coverage team, delivering a comprehensive suite of corporate & investment banking solutions. At HSBC Global Corporates, we partner with the ... with the aim to grow banking revenues and improve relationship returns + Build the Global Corporates franchise value...contingency period to obtain licensing can be provided at manager 's discretion In compliance with applicable laws, HSBC is… more
- Bank of America (Austin, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Charles Schwab (Austin, TX)
- …domestic and international broker-dealers and registered retail and institutional investment advisors. The team's scope includes audit execution and oversight ... for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client… more
- Bechtel Corporation (Houston, TX)
- …Manufacturing and Technology markets. Our services span from initial planning and investment , through start-up and operations. Core to Bechtel is our Vision, Values ... # Project Overview: Bechtel is seeking to expand its decades long relationship with Reliance by providing Project Management Consultant (PMC) Services and… more
- Fifth Third Bank, NA (Dallas, TX)
- …product in assigned territory through sales of primary and secondary market investment products to institutional clients. Responsible and accountable for risk by ... Institutions, Real Estate Capital Markets, Corporate Trust and others. + Provide manager with monthly recap of activity and developmental needs. + Maintain currency… more
- Fifth Third Bank, NA (Houston, TX)
- …client needs to identify opportunities to expand and deepen household relationship . + Demonstrates proficiency in the utilization of consultative and advice ... with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. + Accountable for the… more