- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... owners to build strategic solutions for our clients in investment banking. **Our Impact:** Deal Management function...clients in investment banking. **Our Impact:** Deal Management function in Citi Banking creates deal lifecycle enterprise… more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... demonstrate strong business acumen by assisting with client relationship management . Address US Energy (spanning upstream, midstream, downstream, oilfield services,… more
- Bank of America (Dallas, TX)
- …Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for ... Client Focus + Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written Communications + Mentoring +… more
- JPMorgan Chase (Plano, TX)
- …experience supporting our different lines of business (Asset & Wealth Management , Consumer & Community Banking, Commercial & Investment Banking) or our ... to strategies and projects in areas such as compensation, recruiting, performance management , and employee relations + Develop in-depth HR acumen across different… more
- Vanguard (Dallas, TX)
- …loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies, and ... plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized … more
- Truist (Westlake, TX)
- …Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits ... a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... the tools required to take ownership and accountability for data governance and management . This is achieved through setting the Citi Data Governance Policy (CDGP) ,… more
- Bank of America (Frisco, TX)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management , and Merchant Services in order to design and...in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required… more
- Wells Fargo (Dallas, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services *… more
- Bank of America (Dallas, TX)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management , and Merchant Services in order to design and...market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship… more