- Citigroup (Dallas, TX)
- …Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time ... ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Houston, TX)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Citigroup (Houston, TX)
- …Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- JPMorgan Chase (Plano, TX)
- …variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a ... account types and client segments, including Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. **Job Responsibilities** +… more
- JPMorgan Chase (Plano, TX)
- …a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a ... Trader Desk (ATD) of the JP Morgan Wealth Management Client Service Center team, you will play a pivotal...pivotal role in our mission to deliver an exceptional client experience and guiding team members to excellence regarding… more
- JPMorgan Chase (Plano, TX)
- …services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage ... trust and build lasting relationships + Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers… more
- World Insurance Associates, LLC. (Austin, TX)
- …and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and retirement… more
- Deloitte (Dallas, TX)
- …cross-functional teams, drive operational improvement, and play a key role in client transformation projects involving private credit, direct lending, and ... assets. Leadership & Stakeholder Engagement: + Educate and mentor client and Deloitte team members on private ...mentor client and Deloitte team members on private credit workflows and operations. + Proactively manage stakeholder… more
- Epco, Inc. (Houston, TX)
- …4 public accounting firm. + Experience working with high-net-worth individuals or a private client background is preferred. + Strong knowledge of state income ... and state income tax returns for investment partnerships, complex trusts, private foundations, and individuals using leading tax compliance software. + Perform… more
- World Insurance Associates, LLC. (Houston, TX)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... / Revenue Producer - Greater Chicago Metro Area Our Client Advisors bring risk management solutions to both businesses...business, you are also empowered to help any prospective client with any of our risk management solutions. In… more