- Charles Schwab (Westlake, TX)
- …have a unique opportunity to expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory (RIA) ... Schwab Bank (CSB) has proven successful in serving the lending needs of Schwab's core Retail consumer clients which...external partners to develop analysis, deliver thoughtful, insightful, and high impact contributions across a range of " high… more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... management, retirement planning, education planning, active trading, banking, insurance, and lending needs. + Manage a practice of primarily Ultra-HNW clients;… more
- Raymond James Financial, Inc. (TX)
- …through formal education and/or work-related experience to create customized lending solutions for high - net worth (HNW) and ultra- high net ... **Job Description** **Job Summary** Under minimal supervision, the Tailored Lending Officer will use extensive knowledge and skills obtained...+ Conduct transactions for high profile and high net worth clients. +… more
- Bank of America (Fort Worth, TX)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena,… more
- City National Bank (Austin, TX)
- …mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship ... *RESIDENTIAL LENDING LOAN OFFICER SENIOR* WHAT IS THE OPPORTUNITY?...Wealth Management and Personal and Business Banking clients whose lending needs can result in moderate to complex transactions.… more
- Bank of America (Austin, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...communities around the world by connecting them to the lending , investing and giving they need to remain vibrant… more
- Citigroup (Irving, TX)
- …including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth . + Coordinate with the Credit Officers, Credit Analysts, ... **Citi Commercial Bank - Commercial Lending Management - Analyst 2, Industrials Growth Team**...Analyst 2 plays an important role in meeting a high standard for owning the work product of their… more
- Wells Fargo (Dallas, TX)
- …Lending , & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... families based on needs related to banking, custom lending , and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
- Citigroup (Houston, TX)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... focused on clients with a minimum net worth of $25mm and serves 40%...and implement investment solutions. + Job Requirements + Provide high level of support, including but not limited to… more
- Bank of America (Austin, TX)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... and Investment Management risk appetite limits * Proactive identification of strategic lending opportunities * Timely deal execution in navigating loan process *… more