- First National Bank of Omaha (Frisco, TX)
- …including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support available ... customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning… more
- PNC (San Antonio, TX)
- …and have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in San ... introduction and expansion of financial services to the client. + Executes risk management practices through the adherence to PNC's policies and procedures. Supports… more
- Truist (Houston, TX)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right… more
- Citigroup (Dallas, TX)
- ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add value to clients...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- JPMorgan Chase (Houston, TX)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Zions Bancorporation (Houston, TX)
- …your career. Amegy Bank, here you grow. We're looking for a seasoned ** Private Banking Relationship Manage** r to join our high-performing team in **downtown ... a prestigious and dynamic setting. **Key Responsibilities:** + Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their… more
- City National Bank (Dallas, TX)
- …as an internal advisor to lending units and credit administration / risk management to identify, recommend and effect process changes regarding credit risk ... *SR CREDIT RISK REVIEW OFFICER* WHAT IS THE OPPORTUNITY? The...fully justified and properly approved. * Acts as internal advisor /partner to CNB's line units regarding loan and credit… more
- Mackenzie Eason & Associates (Midland, TX)
- …life, and smart infrastructure-goals that hinge on legally sound policy, proactive risk management, and innovative public‑ private partnerships. City of Midland ... parks and critical water infrastructure. Midland needs a legal advisor who can lead with opportunity, safeguard the public...Attorney serves as Midland's chief legal counsel, prosecutor, and risk ‑ management strategist. The Attorney leads a tight… more
- Wells Fargo (Irving, TX)
- …matter expert to the organization for cloud architecture + Act as an advisor to leadership to develop or influence cloud builder developer experience for highly ... managers across the enterprise and serve as an expert advisor to leadership + Development and Maintenance of architecture...Architect + Proven track record in enabling public and private cloud enablers + Demonstrable experience in Data Center… more
- Bank of America (San Antonio, TX)
- …65. FOR PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,...Management products and services + Proven ability to manage risk and support sound decisions + Ability to research… more