- Citigroup (Houston, TX)
- …Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Bank of America (San Antonio, TX)
- …and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Citigroup (Houston, TX)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United ... degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time… more
- PNC (Houston, TX)
- …Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services , ... to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you...the business through the introduction and expansion of financial services to the client. + Executes risk management practices… more
- Scotiabank (Houston, TX)
- …full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our ... Associate, Investment Banking - Power & Utilities - Houston,...also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of… more
- Truist (Dallas, TX)
- …role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment … more
- JPMorgan Chase (Webster, TX)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, ... planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the… more
- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed- Investment -Consultant\_25014901-2) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Austin, TX)
- …you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and ... strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews with clients to… more