- JPMorgan Chase (Dallas, TX)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and… more
- CIBC (Houston, TX)
- …management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic ... to develop new alliances and formal networks to grow CIBC's presence in the wealth management space. + Establish and maintain effective partnerships and teamwork… more
- Wells Fargo (Austin, TX)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate...documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of at… more
- JPMorgan Chase (Fort Worth, TX)
- … & Estate Fiduciary client accounts. As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage ... Join our team as a Trust & Estate Operations Insurance Officer ,...You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational… more
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Private Banking OfficerThe Private Banking Officer role will be responsible for new business...goals conflict. Sell the bank's credit and non-credit products, trust , commercial real estate and treasury management .… more
- First Horizon Bank (Houston, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship Officers, Portfolio Managers and the… more
- PNC (Houston, TX)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration ... for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private… more
- First Horizon Bank (Dallas, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Credit Officer , Chief Credit Officer and Chief Operations Officer . Create/Prepare Commitment Letter with Management supervision + Finalize any required… more
- First Horizon Bank (Houston, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working… more
- Bank of America (Frisco, TX)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... + Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial… more