- City National Bank (Dallas, TX)
- …investment methodologies, operational processes and client services that CNR provides. ** Wealth Management Division: City National Rochdale** For over 35 ... **BUSINESS DEVELOPMENT SPECIALIST ** **WHAT IS THE OPPORTUNITY?** Provide business development...both. + Excellent knowledge in the following areas: asset management , banking /credit, personal trust, and brokerage services.… more
- Truist (Dallas, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... needed + Five plus years of sales and client management experience in Wealth Management ...CPWA and CPA + Graduate of a leadership or management development program (Such as LDP, Banking … more
- Truist (Dallas, TX)
- …functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service ... administrative support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of… more
- First Horizon Bank (Dallas, TX)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... On site at location listed in job posting. **SUMMARY** Responsible for Treasury Management sales activities, including the development of new Treasury Management … more
- Truist (Dallas, TX)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to… more