- Charles Schwab (Kyle, TX)
- …Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in ... range of partners * Bachelor's degree required; 4+ years of experience with UHNW client segment * 7+ years' experience in brokerage or financial services industry… more
- Citigroup (Dallas, TX)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Dallas, TX)
- …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Houston, TX)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Bank of America (Dallas, TX)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- Truist (Houston, TX)
- …the following job description:** Manage and prepare Ultra High Net Worth ( UHNW ) financial and estate plans using their background and strong technical planning ... their application to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets… more
- Charles Schwab (Westlake, TX)
- …Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in ... range of partners + Bachelor's degree required; 4+ years of experience with UHNW client segment + 7+ years' experience in brokerage or financial services industry… more
- MD Anderson Cancer Center (Houston, TX)
- …employee health programs and employee resource groups JOB SPECIFIC COMPETENCIES UHNW Stakeholder Engagement ($25M+ prospects exclusively) (60%) Manage a portfolio of ... ultra-high-net-worth individuals, families, and foundations capable of gifts of $10 million and above, with a focus on principal-level investments in the Art Experience initiative. Develop and execute tailored cultivation, solicitation, and stewardship… more
- Wells Fargo (Austin, TX)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
- Wells Fargo (Austin, TX)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
