- Citigroup (San Antonio, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth ... tasked with providing best in class service on both Banking and Investment inquiries. **Key Responsibilities:** + Fully accountable for servicing and supporting… more
- Neuberger Berman (Dallas, TX)
- …Overview:** NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to a deep breadth of...seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more
- Aegon Asset Management (TX)
- Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Raymond James Financial, Inc. (Dallas, TX)
- …AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors ... Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- Citigroup (Dallas, TX)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
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