- 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
- Bank of America (Dallas, TX)
- …of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries. ... private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + Experience working...+ Executive Presence + Policies, Procedures, and Guidelines + Relationship Building + Adaptability + Attention to Detail +… 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 Clearing & ... distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The...on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free… more