- Comerica (Dallas, TX)
- Private Banking Officer The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting ... to support the needs of the group and high net worth clients. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision,… more
- First Horizon Bank (Plano, TX)
- **Description** **Location: On site, Plano, TX** **Summary** Private Bankers are responsible for business development of professional high net worth individuals and ... to work with multiple channels to solve the client need: consumer, business banking and commercial. + Maintain proper house-holding of relationships + Utilize the… more
- Citigroup (Irving, TX)
- …best-in-class credit risk analysis, monitoring, and credit administration to Citi Private Clients globally, partnering with Independent Risk Management. + The WCM ... to ensure adherence to all processes and procedures. **Citi Private Bank** Global Wealth Management (GWM) is a trusted...portfolio management, trust and estate planning, investment finance and banking . Among its select clients are a third of… more
- Morgan Stanley (Dallas, TX)
- …assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online ... mutual funds, annuities, insurance, and managed accounts _*Reports to:*_ * Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that… more