- S&P Global (Dallas, TX)
- …leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of ... distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate, Private Market Valuation will deliver a range of valuation services… more
- JPMorgan Chase (Dallas, TX)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... level. As a Program Banker Analyst in the US Private Bank, you will work on an integrated team...not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help… more
- Comerica (Dallas, TX)
- Job Description Private Banking OfficerThe Private Banking Officer role will be responsible for new business development, portfolio management and underwriting ... as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms...Program + 7 years of experience in commercial or private lending + 7 years managing a portfolio of… more
- Robert Half Finance & Accounting (Houston, TX)
- …in the field. * Proficiency in Wealth Management is expected. * Experience in Private Wealth Management is essential. * Possession of Series 63 Licenses is a ... the smooth operation of our services. This role is situated within the wealth management industry. Responsibilities: * Efficiently manage client transactions and… more
- JPMorgan Chase (Dallas, TX)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- First Horizon Bank (Houston, TX)
- …the office and document processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Wells Fargo (Dallas, TX)
- …this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of ... Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct … more
- Comerica (Dallas, TX)
- …products through advisor channels, regional partner channels, corporate investment advisory channels, private wealth clients and other internal Comerica line of ... opportunities to cross-sell trust services to the bank's broader wealth management client base. Build and maintain...services to the bank's broader wealth management client base. Build and maintain strong relationships with internal… more
- JPMorgan Chase (Dallas, TX)
- …industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and ... play a pivotal role in driving our focus on private capital markets. This is your opportunity to lead...private capital transaction scenarios from the firm's wholesale client base. Job Responsibilities: + Co-cover client … more
- PNC (Houston, TX)
- …develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies,… more