- 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
- Raymond James Financial, Inc. (VA)
- …credit products including, residential mortgage products, securities based loans, and high net worth structured lending products. **Skill in** + Using ... Client Banking (PCB) products which includes Cash Solutions, Mortgage, Securities Based Lending (including Margin) and Tailored Lending . Responsible for PCB… more
- Zions Bancorporation (Phoenix, AZ)
- …Qualifications: + Requires a Bachelor's degree and 8+ years of managing high - net worth client relationships, lending practices, credit, or other directly ... Requires an in-depth knowledge of banking products and services for high net - worth clients and credit and lending . + Demonstrated sales and business… 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
- HSBC (New York, NY)
- …of our team, originating target market clients focused on investment AUM, lending , and Advisory services from own network. Grow revenues across allocated portfolio, ... economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with… more
- Raymond James Financial, Inc. (CA)
- …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
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... escalation point lending products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring and… more
- Charles Schwab (Westlake, TX)
- …part of a dynamic legal team, in support of Schwab's lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net ... Director & Legal Counsel, Community Development Investments and Bank Lending Products to be based in Westlake, Texas. This...existing legal team that supports CSB, CSPB and CS&Co's lending initiatives. As a member of the Banking, Retirement… more
- JPMorgan Chase (San Francisco, CA)
- Are you passionate about building and maintaining high - net - worth client relationships across banking, lending , and investments? This is a unique ... + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- Bank of America (Charlotte, NC)
- …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 Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a… more