- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY?...of the principles of Operational Risk , Market Risk , Credit Risk , and Liquidity ... The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge… more
- Truist (Austin, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and...* 8 or more years of sales and client management experience in Wealth Management … more
- Regions Bank (Houston, TX)
- … management , personal trust and estate planning, insurance and risk management services, consumer and mortgage credit , and general banking services + ... of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a...management and maintenance, and manages all elements of risk and compliance needs for the book of business,… more
- Truist (Dallas, TX)
- …banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent and proven oral, written and group ... review the following job description:** Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income… more
- Scotiabank (Houston, TX)
- …to drive ambition for every future! **Purpose** The position is part of the US Credit Risk Management team. The general responsibility is to provide support ... & Markets provides a full range of investment banking, credit and risk management products...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- PNC (Dallas, TX)
- …activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate ... in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial… more
- Citigroup (San Antonio, TX)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... from the Banker teams. + Appropriately assess risk when business decisions are made, demonstrating particular consideration...+ Ability to multi-task with strong organizational and time management skills per the needs of banker teams and… more
- Bank of America (Houston, TX)
- …**Required Qualifications:** * 5 plus years of commercial credit and/or wealth management credit experience * Experience reviewing financing requests ... is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving...experience * Maintains asset quality within the defined Global Wealth and Investment Management risk … more
- Citigroup (Irving, TX)
- …Markets portfolios, strategies, and credit risks, assessment of the effectiveness of credit risk management of assigned businesses, proposal of pragmatic ... strategies, and credit risks, assessment of the effectiveness of credit risk management of assigned businesses, proposal of pragmatic solutions to… more
- Comerica (Dallas, TX)
- …safeguarding our customers and colleagues. BRCOs are critical to the success of the Risk Management Lifecyle and play a role in Planning, Identifying, Assessing, ... and drive business relevant implementation of Second Line of Defense (2LOD) risk management frameworks, policies, taxonomies, and inventories. Review, validate,… more