- Goldman Sachs, Inc. (Dallas, TX)
- …responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and ... is looking for a professional who can collaborate with regional lending managers, private lending underwriters, global client financing, credit , legal and other… more
- PIMCO (Austin, TX)
- …income investment strategies, including alternatives such as commercial real estate and public/ private credit , SMAs, ETFs, and Mutual Funds. Excellent knowledge ... clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex...Private Client Group (PCG), within the US Global Wealth Management (GWM) business, to cover Texas and Oklahoma,… more
- Regions Bank (Atlanta, TX)
- … risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or ... the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing,… more
- Citizens (Plano, TX)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... processes. Required Qualifications + 15+ years of working experience in payments, private banking and wealth systems, with expertise in products, solutions… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Bank of America (Houston, TX)
- …holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management practices * ... Structured Credit Executive - Private Bank Houston,...is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving… more
- Truist (Dallas, TX)
- …general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent ... on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or… more
- US Bank (Dallas, TX)
- …industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies ... Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- Comerica (Dallas, TX)
- …sensitive and complex relationships. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain appropriate ... Job Description Private Banking AdvisorThe Private Banking Advisor...and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients… more
- Zions Bancorporation (San Antonio, TX)
- … private banking relationship managers to achieve their targets. Develop private banking relationships comprising complex credit facilities, core deposit ... + Strategic Focus: Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability. Identify and capitalize on… more
- Comerica (Dallas, TX)
- …of a Commercial Credit Training Program + 7 years of experience in commercial or private lending + 7 years managing a portfolio of clients + 7 years of ... Job Description Private Banking OfficerThe Private Banking Officer...Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of… more
- S&P Global (TX)
- …range of valuation services specifically to the alternative investment community including private equity, private credit , real estate, infrastructure, hedge ... As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Comerica (Frisco, TX)
- Job Description Portfolio Manager The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities ... portfolio which is a major provider of liquidity and...Have working knowledge of investment options such as Treasuries, private label MBS, CMBS, ABS, and ability to articulate… more
- Comerica (Dallas, TX)
- …Underwriting Officer plays an integral role in the loan approval process by providing credit decision makers with in-depth risk analysis to make informed credit ... from assigned Lines of Business. They are responsible for monitoring credit exposure for assigned relationships, including renewals, reaffirmations and annual risk… more
- First Horizon Bank (Houston, TX)
- …weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client ... with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- JPMorgan Chase (Richardson, TX)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Truist (Houston, TX)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... Responsibilities Include** + Responsible for loan and deposit growth through client portfolio , centers of influence and other proactive measures to grow market… more
- Comerica (Houston, TX)
- …Business Administration (SBA) loans for Retail, Business Banking, Middle Market and Private Banking. The Loan Closing department provides services in support of ... of data integrity for the reporting of Comerica's loan portfolio . In addition to the loan closing function initiating...to lending millions of dollars until the approved legal, credit and regulatory conditions precedent are met. The scope… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to...closing of transactions. + Works on maintaining the existing portfolio by handling clients' requests related to the warehouse… more
