Current jobs related to Senior Private Banking Sales Manager - Houston - First Horizon Foundation
-
Senior Managing Director Private Bank
6 days ago
Houston, Texas, United States Cadence Bank Full timeJob SummaryA Senior Managing Director - Private Banker at Cadence Bank should act as a trusted advisor to high-net-worth clients, family offices, not-for-profit entities, and professional service firms.The ideal candidate will understand, anticipate, and satisfy the clients' banking and financial needs. They will hold a portfolio of loans and deposits, as...
-
Private Banking Relationship Manager II
1 day ago
Houston, Texas, United States Trustmark Full timeJob Title: Private Banking Relationship Manager IITrustmark is seeking a highly skilled Private Banking Relationship Manager II to join our team. As a key member of our Private Banking team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Responsibilities:Provide personalized...
-
Head of Private Banking Services
1 month ago
Houston, Texas, United States Cadence Bank Full timeJob Posting:Position Overview The Senior Private Banking Director will serve as a key advisor to high net worth clients, ensuring their banking and financial requirements are thoroughly understood and met. This role involves collaboration with various Wealth Management and Banking divisions to provide comprehensive solutions for clients, encompassing...
-
Senior Investment Manager for Private Wealth
1 month ago
Houston, Texas, United States Bank of America Full timePosition Title: Senior Investment Manager for Private WealthLocation: Houston, TexasOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring that we deliver value to our clients, employees, communities, and shareholders every day.We prioritize creating a...
-
Houston, Texas, United States Madison Hunt Full timeSenior Associate – Infrastructure Private EquityMadison Hunt is seeking a seasoned Senior Associate to contribute to the success of a prominent middle-market infrastructure private equity fund based in Houston. The ideal candidate will possess a strong background in the infrastructure sector, encompassing energy, renewables, power, utilities,...
-
Senior Private Wealth Manager
3 weeks ago
Houston, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Wealth group, you will be responsible for building and maintaining relationships with high net worth clients and businesses, providing them with tailored financial solutions and services.Key...
-
Senior Administrative Assistant
4 weeks ago
Houston, Texas, United States Investment Banking Firm Full timeAbout the RoleWe are seeking a highly skilled and experienced Executive Support Specialist to provide top-level support to our senior executives and contribute to the success of our Investment Banking Firm.Key ResponsibilitiesProvide exceptional administrative support to senior executives, including managing complex calendars and schedules.Develop and...
-
Investment Banking Senior Associate
22 hours ago
houston, United States Blacklock Financial Full timeAbout: The client is an investment bank specializing in providing innovative financial solutions to our clients across the Industrials sector. They pride ourselves on their commitment to excellence, teamwork, and integrity, fostering a collaborative environment where talent thrives. They are seeking a highly motivated and experienced Senior Associate to join...
-
Investment Banking Senior Associate
1 day ago
Houston, United States Blacklock Financial Full timeAbout: The client is an investment bank specializing in providing innovative financial solutions to our clients across the Industrials sector. They pride ourselves on their commitment to excellence, teamwork, and integrity, fostering a collaborative environment where talent thrives. They are seeking a highly motivated and experienced Senior Associate to join...
-
Investment Banking Senior Associate
2 days ago
Houston, United States Blacklock Financial Full timeAbout: The client is an investment bank specializing in providing innovative financial solutions to our clients across the Industrials sector. They pride ourselves on their commitment to excellence, teamwork, and integrity, fostering a collaborative environment where talent thrives. They are seeking a highly motivated and experienced Senior Associate to join...
-
Senior Private Wealth Banker
2 months ago
Houston, United States BOK Financial Full timeReq ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas,...
-
Senior Private Wealth Banker
2 weeks ago
Houston, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth clients and businesses, providing tailored financial solutions to meet their unique needs.Key ResponsibilitiesFormulate...
-
Senior Private Wealth Banker
1 week ago
Houston, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for providing exceptional service to our high net worth clients and businesses, delivering tailored solutions and strategies to meet their financial needs.Key...
-
Senior Portfolio Manager
3 weeks ago
Houston, Texas, United States Fifth Third Bank, N.A. Full timeAbout the RoleFifth Third Bank, N.A. is seeking a highly skilled Senior Portfolio Manager to join our Commercial Banking team. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks, making recommendations on credit structures, pricing, and other key decisions.Key ResponsibilitiesManage a...
-
Houston, United States Madison Hunt Full timeMadison Hunt is looking for a Senior Associate to join a prominent middle-market infrastructure private equity fund based in Houston. The ideal candidate will have a strong background in the infrastructure sector, including energy, renewables, power, utilities, transportation, or digital infrastructure. This role offers an exciting opportunity to contribute...
-
houston, United States Madison Hunt Full timeMadison Hunt is looking for a Senior Associate to join a prominent middle-market infrastructure private equity fund based in Houston. The ideal candidate will have a strong background in the infrastructure sector, including energy, renewables, power, utilities, transportation, or digital infrastructure. This role offers an exciting opportunity to contribute...
-
Houston, United States Madison Hunt Full timeMadison Hunt is looking for a Senior Associate to join a prominent middle-market infrastructure private equity fund based in Houston. The ideal candidate will have a strong background in the infrastructure sector, including energy, renewables, power, utilities, transportation, or digital infrastructure. This role offers an exciting opportunity to contribute...
-
Senior Private Wealth Banker
3 months ago
Houston, United States BOK Financial Full timeReq ID:74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas,...
-
Senior Private Wealth Banker
2 months ago
Houston, United States BOK Financial Full timeReq ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...
-
Senior Investment Banking Manager
2 weeks ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Vice President, Investment BankingJoin BankTalent HQ as a Vice President, Investment Banking and take on a challenging role in our deal team. As a key member of our team, you will be responsible for researching and analyzing clients' financial situations, industry and market data, and mergers and acquisitions opportunities.Key...
Senior Private Banking Sales Manager
4 months ago
** Senior Private Banking Sales Manager**
**Job Category****:** Banking **Requisition Number****:** PRIVA005042 Showing 1 location **Job Details**
**Description**
Responsible for maintaining and growing revenue for the company's Private Client Services Division by serving as the primary point of contact for wealthy and high net worth families in the region. Manages and increases relationships with clients throughout their wealth cycle, providing appropriate financial advice.
Supports and coordinates strong internal partnership arrangements with Wealth Management (First Horizon Advisors), Lending Specialists, Financial Planning, Trust Services, Treasury Management, Commercial Banking, and Retail Banking.
Ensures that the Relationship Management policies and procedures of First Horizon Private Client Services are followed appropriately.
Recommends approval/decline on credit opportunities and follows established lending procedures and performs adequate credit analysis.
Provide financial advice and guidance to clients pertaining to their particular current and future financial needs.
Manages and delegates assignments to specialists.
Completes appropriate ongoing training, and accepts Leaders guidance and evaluations of performance.
Requirements
- 6-8 years experience required; 8-10 years experience preferred.
- Bachelors Degree required (or equivalent) for consideration; Masters preferred.
- Securities licenses required: 7, 63 and life and health
- Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Excellent written and oral communication skills. Good organizational and customer service skills. Excellent consultative sales and cross-selling skills.
Monday - Friday 8AM-5PM; Representation of the LOB in after-hours client events is also an expectation of the core relationship management team of the Line of Business.
Please note:
As part of the employment process for this position, you will have to meet the requirements of a background credit check.
This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
**Qualifications**
**Skills**
**Behaviors**
**:**
**Motivations**
**:**
**Education**
**Experience**
**Licenses & Certifications**
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
