- Bank of America (Houston, TX)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- PNC (Houston, TX)
- …team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Comerica (Austin, TX)
- …Trust Advisor IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing ... document, applicable law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth by principals, income… more
- Scotiabank (Houston, TX)
- …internal and external contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision ... of the Relationship Manager . Complete post-meeting follow up, including...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Somatus (Dallas, TX)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... care team, specifically under the guidance of RN Care Manager and act as an advocate guiding them through...He/she will be the key holder of the patient relationship and trust and will be responsible for building… more
- HUB International (Dallas, TX)
- …Advocate by utilizing Benefit Connector, a benefits administration software. **Reporting Relationship :** Report directly to Manager of Client Advocacy. ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across… more
- First Horizon Bank (Houston, TX)
- …their customers one opportunity at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship ... little supervision but know when to ask for help. + Maintain a healthy relationship with internal and external business partners. + Take a systematic approach to… more
- NTT America, Inc. (Dallas, TX)
- …deal structures within Banking & Financial Services domains. + Act as the strategic relationship manager and client liaison. Not only expand business but also ... will have the responsibility of managing and growing the relationship and business with one client by becoming a...across one or more lines of business (Retail & Wealth Management, Corporate Banking, and Capital Markets). This individual… more
- Citigroup (San Antonio, TX)
- …workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... multiple products across business lines combined with exceptional networking and relationship building skills + Excellent verbal and written communication skills,… more