- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... role supporting Financial Advisors + Self-motivated, adaptive, positive attitude and high energy are a must. + Bachelor's degree or equivalent experience.… more
- Vanguard (Dallas, TX)
- …accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs ... directly influence the Wealth Management mission: Be a trusted partner to our ultra -clients and their families, giving them the best long-term outcomes so they can… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Truist (Dallas, TX)
- …team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth , ... leader and the team as credible and capable financial partners to high net worth and ultra - high net worth clients * The ability to develop… more
- Bank of America (Dallas, TX)
- …The CM performs and documents in-depth financial analysis for credit approval of ultra - high - net - worth clients (individuals, family offices, trusts, ... + Decision Making + Mentoring + Portfolio Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st… more
- Wells Fargo (Irving, TX)
- …delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital ... verbally and in writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals… more
- Truist (Dallas, TX)
- …shift (United States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate ... plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide… more