Private Wealth Banker

Req ID: 74998 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

Req ID: 74998 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

Job DescriptionJob DescriptionDallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in...

Job DescriptionJob DescriptionDallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in...

VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning) Location: Dallas, TX Assisting our Client, a focused investment management group offering equity solutions. This innovative and respected firm serves a prestigious client base with a very collaborative culture. Employees have much more autonomy and a voice regarding how to...

OverviewAt Citigroup Inc., our Private Bankers play a crucial role in cultivating and enhancing client relationships. They possess a deep understanding of client needs and leverage this insight to craft personalized wealth management solutions. Our Bankers excel at adding value through a robust network of internal resources, often on a global scale, to...

OverviewAs a key player in the wealth management sector, Private Bankers at Citigroup Inc. are dedicated to cultivating and enhancing client relationships. They strive to gain a comprehensive understanding of each client's unique financial landscape, enabling them to craft personalized wealth management solutions.Core ResponsibilitiesClient Acquisition and...

ABOUT THIS POSITION:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our advisor-led wealth management services encompass financial planning, investment management, banking, and comprehensive advisory solutions tailored for a diverse clientele, including ultra-high net...

Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the "Bank") is part of NexBank Capital, Inc. (the "Company"), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors,...

OVERVIEW OF THE ROLE:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our wealth management services, led by advisors, encompass financial planning, investment management, banking, and comprehensive advisory services tailored for a diverse clientele, including ultra-high...

OverviewAs a pivotal member of the Private Banking division at Citigroup Inc., the role of a High Net Worth (HNW) Private Banker is to cultivate and enhance client relationships, ensuring a comprehensive understanding of each client's unique financial landscape. This understanding is crucial for devising personalized wealth management strategies that align...

Company Overview:Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations,...

Company Overview:Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations,...

Job DescriptionJob Summary:The Private Wealth Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach, with a focus on either investment management or personal trust.Key Responsibilities:Direct and supervise the work of team personnel to ensure effective, compliant...

Job SummaryAdvantage xPO is seeking a highly skilled and organized Private Wealth Management Support Specialist to join our team. As a key member of our Private Wealth Management office, you will provide exceptional administrative support to our team, ensuring seamless day-to-day operations and exceptional client service.Key ResponsibilitiesManage travel and...

Position OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic initiatives and assess financial...

Position OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic plans and assess financial...

Position Overview:The Senior Private Wealth Banker plays a crucial role in the financial landscape, primarily focusing on the origination and management of a diverse range of commercial and personal loans, both secured and unsecured, which often present unique complexities.Key Responsibilities:Engage in strategic planning and actively seek out, assess,...

About the RoleWe are seeking a highly skilled and experienced Market Manager to lead our Private Wealth team in a geographically distinct market or functional area. As a Player-Coach, you will focus on either investment management or personal trust, providing leadership and guidance to your team to ensure effective and compliant administration of assigned...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...