- Cushman & Wakefield (Frisco, TX)
- …Director is a key role in C&W with responsibility to manage the client relationship while providing exceptional client service and delivering on all aspects of the ... **Develop and maintain account P&L management, profitabilit** **y** **and overall financial ** **performance** **Contribute to the overall service and financial … more
- PNC (Laredo, TX)
- …gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or ... this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative,… more
- Comerica (Houston, TX)
- …to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following ... best practices.Position ResponsibilitiesCustomer Relationship Activities Service, execute and impact the customer ...years of relevant experience + 3 Years in Consumer/Business financial services sales experience + 1 Year experience with… more
- AON (Houston, TX)
- …retain and expand Aon's portfolio of Upstream Energy clients through relationship cultivation with senior decision-makers and operational contacts. + Oversee ... + Strong understanding of budgeting, forecasting, P&L management, and financial reporting. + Exceptional talent leadership skills within multiple locations,… more
- Cushman & Wakefield (Dallas, TX)
- …and written) 2. Technical Proficiency 3. Problem-Solving/Analysis 4. Customer Focus 5. Financial Management 6. Leadership 7. Relationship Management 8. Team ... and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost control/reduction and ensure that these… more
- JPMorgan Chase (Dallas, TX)
- …business transactions. Job Responsibilities + Manage portfolio of ABL clients, monitor financial performance trends, borrowing base trends and lead ABL credit ... relationship with borrower and internal stakeholders + Perform due...diligence for loans, derivatives, leases and cash management including: financial due diligence, financial and /or liquidity… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, JP ... relationships and achieve success. You will support the development of Financial Advisors by delivering Practice Management concepts and tools, fostering their… more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and… more
- Truist (Houston, TX)
- …appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... Integrated Relationship Management (IRM). Levels (I - II) should be...time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership… more
- Truist (Austin, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more