- Bank of America (Austin, TX)
- …Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** + High ... asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and… more
- Bank of America (Plano, TX)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and… more
- Affinius Capital (San Antonio, TX)
- **Company Overview** Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in ... gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including… more
- Bank of America (El Paso, TX)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and… more
- CBRE (Richardson, TX)
- …or via telephone at +1 866 225 3099 (US) and +1 866 388 4346 (Canada). Investment Management CBRE Investment Management is a leading global real ... assets investment management firm operating in over 30 offices and 20...its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk… more
- PNC (Houston, TX)
- …Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management ... activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate… more
- ExxonMobil (Houston, TX)
- …and clearly communicating key risks and uncertainties to support business investment decisions. These professionals combine their subsurface and commercial insights ... **What you will do** Effectively integrates subsurface understanding with economic, risk , and market insights to prioritize exploration opportunities and guide sound… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with… more
- Robert Half (Dallas, TX)
- …adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management . + Conduct ing financial and operational audits to ... more effective and efficient in a way that is risk -sensitive, regulatory compliant, well controlled, and enabled by leading...experiences. + You have an inherent interest in project management and team leadership. + You promote a positive… more
- Citigroup (Irving, TX)
- …leadership. Drive solutions while providing the appropriate levels of transparency and communication. + ** Risk Management & Compliance** : Support a risk ... Controls, Management Reporting, Policy and Procedure, Program Management , Risk Controls and Monitors, Risk Management . **Other Relevant Skills**… more