- Wells Fargo (Dallas, TX)
- …all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to ... & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct private … more
- JPMorgan Chase (Plano, TX)
- …data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.) + Strong understand of ... Bank Loan Administration is responsible for trade instruction...for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners… more
- JPMorgan Chase (Richardson, TX)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner… more
- JPMorgan Chase (Houston, TX)
- …partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank , and Private Bank - to foster a One Chase, ... existing relationships to position JPMorgan Chase as the primary bank for our clients. **Job responsibilities** + Provide leadership,...client-centric environment and represent the bank in a community leadership capacity such as Chamber… more
- JPMorgan Chase (Dallas, TX)
- …Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee… more
- Citigroup (Dallas, TX)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support… more
- Citigroup (San Antonio, TX)
- …other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. + ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** Full… more
- JPMorgan Chase (Houston, TX)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch… more
- RGP (Dallas, TX)
- …a focus on traditional lending products such as credit cards, margin lending, private bank lending, and commercial real estate. * Evaluate counterparty credit ... risk, including market risk components and OTC derivatives. * Provide expert guidance on industry best practices and regulatory guidelines in credit risk management. * Assist the client in understanding where they stand in relation to industry standards and… more
- US Bank (Houston, TX)
- At US Bank , we're on a journey to do our best....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to ... per calendar year unless otherwise provided by law US Bank is an equal opportunity employer. We consider all...and other factors protected under applicable law. **E-Verify** US Bank participates in the US Department of Homeland Security… more