- JPMorgan Chase (Dallas, TX)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in… more
- JPMorgan Chase (Dallas, TX)
- …delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management ... **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- JPMorgan Chase (Fort Worth, TX)
- …to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust ... Join our team as a Trust & Estate Operations Insurance Officer,... Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and… more
- Regions Bank (Houston, TX)
- …a broad range of wealth products and services including; financial planning, asset management , personal trust and estate planning, insurance and risk ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… 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, ... **Summary** : Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and… more
- Bank of America (Dallas, TX)
- …& Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + Experience working with trust ... of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal...and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and… more
- Charles Schwab (Westlake, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... ongoing talent development for regional fiduciary team. + Provides management and guidance through effective communication related to carrying...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Deloitte (Houston, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- Wells Fargo (Austin, TX)
- …HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody,...Philanthropic services. * Closely held asset management . * Real estate and… more