- 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 (Houston, 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
- Raymond James Financial, Inc. (TX)
- …to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate will ... integrity and confidentiality. + Conduct transactions for high profile and high net worth clients. + Research and analyze financial statements, perform… more
- Bank of America (Houston, TX)
- …for the administration and business development of the Merrill Family Office Services' (MFOS) ultra - high net worth clients. Key responsibilities include ... or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and… more
- Charles Schwab (Westlake, TX)
- …initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net Worth Individuals, including its Pledged Asset Line of Credit, ... mortgage products, advisor loans, margin lending, unsecured lending, franchise loans and new loan products. + Provide legal support to Schwab's Investor Services and Advisor Services businesses. + Provide advice and guidance on the laws and regulations… more
- City National Bank (Houston, TX)
- …is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra - high net - worth (UHNW**) clients. Helps to attract new ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
- Bank of America (Frisco, TX)
- …centers of influence **Required Skills:** + 15+ years' experience in private banking ( ultra high - net - worth space), business development and relationship ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… 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
- 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
- Charles Schwab (Westlake, TX)
- …is **required ** + Understanding of the financial services industry and/or securities industry + Ultra High Net Worth client experience is preferred not ... be the opportunity for you. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential… more
- Truist (Houston, 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
- Bank of America (Austin, TX)
- …to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. **Responsibilities:** * Leads the growth ... of funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
- City National Bank (Houston, TX)
- …years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge ... referring clients to City National Rochdale (CNR) and to communicate and meet high net worth investors who have expressed an interest in CNR investment… more