Portfolio Manager (Private Banking) - Houston, Dallas, Ft. Worth, or Arlington
Zions Bancorporation
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Private Banking Portfolio Manager to join our Team in Houston, Dallas, Ft. Worth or Arlington . This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk. The ideal candidate will have the experience necessary to be able to perform the following: Responsible for managing and servicing a portfolio of loan relationships. Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations. Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. Maintains existing relationships. Assists Relationship Managers with credit requests. Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service. Cross sell other bank products. Performs other duties as required. Qualifications: Typically requires a bachelor’s degree in General Business, Finance, Accounting, Private Banking, Commercial Banking or equivalent/relevant program and 4+ years’ directly related experience preferred. A combination of education and experience may meet qualifications. Use and/or application of basic principles, theories, and concepts. Basic knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation. Experience with bank loan and deposit systems Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Req ID: 071249 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at View phone number on click.appcast.io, Mon.-Fri. between 9 a.m. - 5 p.m. MST. #J-18808-Ljbffr Zions Bancorporation
- ...as a collection of great banks under local brands and management teams in high-growth... ...Asset Based Lending NDFI Portfolio Manager and Underwriter... ...located in Salt Lake City, Houston, or Dallas.Zions Bancorporation is... ...note-on-note, and other private credit areas of lending....PrivateFor contractorsLocal areaFlexible hours
- Req ID: 78275Location: Houston -HOUS, Denver -DENAreas of Interest: Commercial Banking, Energy; Commercial Banking; Lending; UnderwritingPay... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking...Private
- ...J.P. Morgan Asset Management is committed to delivering... ...ever-evolving set of portfolio challenges—and we meet... ...Management’s presence across Houston, surrounding markets,... ...Market Directors, and Private Client Advisors across... ...leader in investment banking, consumer and small...Private
- ...business development and networking with the Houston community. Our MLOs will focus on... ...corporate positions ranging from Houston to Dallas/Fort Worth to San Antonio/Austin. First Community... ...membership along with a full range of banking services, a robust Health and Wellness...SuggestedFull timeTemporary workPart time
- Private Banking Relationship Manager I/II Location US-TX-Houston | US-TX-Katy Job ID 2026-19436 Category Private Banking Type... ...-income earners or high-net-worth clients. This is accomplished through... ...requests Services a loan portfolio, including credit and collateral...PrivateFull timeWork experience placement
$140k
Commercial Portfolio Manager – To $140K – Houston, TX – Job # 3671B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...centers around providing the very best available banking and accounting talent. In fact, most of our recruiters...Work at office- Zions is seeking an experienced International Banking Portfolio Manager(Spanish fluency required) to join our International Banking team in Houston, TX. This role focuses on managing and underwriting commercial credit relationships for companies engaged in international...Flexible hours
$200k
...Posted: 2026-07-11Location: Houston, Texas, United... ...- $500,000.00Category: Private Client Product Services... ...the area. Citi Private Bank’s objective is to further... ...needs of ultra-high net worth clients in the US.Responsibilities... ..., growing and managing investment...PrivateFull timeLocal area- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston Houston, TX, United States Job Description Private... ...plans for ultra high net worth individuals and families, as... ...philanthropic planning and private banking and lending services. As...PrivateFull timeWork at office
- ...Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano... ...named Best Regional Bank in 2024 by... ...Responsibilities Build a portfolio through existing relationships... ...-based lending, private aircraft lending... ...investment management, trust and estate...PrivateInterim roleLocal areaImmediate startDay shift
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management... ...management plans for ultra high net worth individuals and families, as well as... ...planning, philanthropic planning and private banking and lending services. As client needs...Private
- PNC Private Bank is seeking a Banking Advisor III to join our Houston Private Banking team. Based in Houston, TX, you will guide high-net-worth clients on credit and cash management solutions and lead AMG banking transactions with internal and external partners. The role...PrivateWork at office
$93k - $189k
DescriptionSummary: Huntington’s Director, Portfolio Management -Power & Utilities will co-manage a... ...$4.5 billion book of business in the bank’s Power & Utilities vertical within... ..., OH; Chicago, IL; Charlotte, NC; Dallas / Houston, TX Duties and Responsibilities:Underwrite...Full timeWork at officeRemote workWork from homeFlexible hours- Responsibilities The Houston based Energy Client Coverage team... ...global Investment Banking business with a portfolio of approximately 20 US and... ...traded companies to leading private developers. In addition, on... ...industry and in relationship management Technical Skills Strong Financial...PrivateWork experience placement
- ...Location Houston, Texas, United States About the Program Our Summer... .... About the Division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Across... ..., including ultra‑high net worth and high net worth...PrivateSummer workSummer internship
$125k - $170k
...lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining... ..., nor will we ask for banking details or personal financial... ...Colorado, United States; Houston, Texas, United States; Phoenix... ...Carolina, United States; Dallas, Texas, United StatesType:...Full timeRemote workWorldwideShift work$85k - $150k
IntroductionSince 1973, East West Bank has served as a pathway to... ..., entertainment and media, private equity and venture capital, and... ...position is responsible for managing a high volume of assigned... ...Treasury and Payments (GTP) portfolio clients in an efficient and effective...PrivateFull time- PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for... ...managing an existing loan portfolio, sourcing new relationships,... ...as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley...Local area
- ...Austin, Texas; Fort Worth, Texas;... ...Peoria, Illinois; Houston, Texas; Wellesley... ..., Arkansas; Dallas, Texas; Providence... ...( Bank of America employees... ...Merrill Wealth Management is a leading provider... ...client portfolios and driving growth... ...Bank of America Private Bank is a division...PrivateWork at officeShift workDay shift
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar... ...of age. Acknowledge ( Bank of America employees are... ...annuities, and banking and money managed solutions Recommends banking... ...Corp.”). Bank of America Private Bank is a division of Bank of...PrivateTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Private Banker Sunflower Bank, N.A. is looking for a Private Banker to... ...our growing team in Houston, TX. The Private... ...relationships with High-Net-Worth individuals and... ..., this position manages the clients' relationships... ...banking loan portfolio, and review the quality...PrivateFlexible hours
$120k - $145k
...leading global investment bank recognized for... ...Valuation Advisory Services, Portfolio Valuation and Fund... ...Services (TAS) team assists private equity and corporate... ..., Boston, Chicago, Dallas, Houston or New York office within... ..., achievability of management’s budget, operational...PrivateFull timeWork at officeWorldwide$130k
Commercial Portfolio Manager – To $130K – Houston, TX – Job # 3593 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...centers around providing the very best available banking and accounting talent. In fact, most of our recruiters...- ...Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market... ..., etc. Adhering to the guidance of bank policy and standards, this position's... ...International Banking, Equipment Finance, Private Banking, etc. Annual involvement in...PrivateWork at officeLocal area
- ...steps to safeguard and protect private and personally identifiable... ...offerings, all designed to make banking easier Provides a consistent... ...and assigned by the Branch Manager; as a member of the branch team... ...Copperwood Village Location: Houston, Texas Equal Opportunity...PrivateFull timeFlexible hours
- ...JPM Private Bank Mortgage Solutions – Mortgage Specialist Analyst J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and... ...clients include institutions, high-net-worth individuals and retail investors in every...Private
- ...every location listed.At Bank of America, we are... ...acquiring, building and managing client relationships to... ...relationships within a portfolio of clients. As a successful... ...owners and higher net worth clients alike. You’ll... ...Week: 40SummaryLocation: Houston; Sugar Land; Baytown;...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
- DescriptionSummary: The CRE Portfolio Manager III services, deepens, and retains... ...Recruiters: Huntington Bank will not pay a fee for any... ...Work for consideration.SummaryLocation: Houston, TX; Austin, TX; San Antonio, TX; Fort Worth, TX; Plano, TX; Dallas, TXType: Full timeFull timeRemote workWork from homeFlexible hours
- ...access to the most robust portfolio of capabilities and... ...responsibilities of the Investment Banking Consulting Manager may include:Lead and... ...N Milwaukee St, Corp; Dallas, 5205 N OConnor Las... ...1191 2nd Avenue, Corp; Houston, 1301 Fannin, Corp; Arlington, 1201 Wilson, Corp;...Full timeLive inWork at officeLocal area
$148.79k - $230.21k
...safeguard and protect private and personally... ...the Private Wealth Management Advisor develops and maintains a portfolio of client... ...affluent and high net worth market segments utilizing... ..., and general banking servicesServes as... ...DetailsGreenway PlazaLocation:Houston, TexasEqual...PrivateFull timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager (Private Banking) - Houston, Dallas, Ft. Worth, or Arlington. Be the first to apply!
- funding manager Houston, TX
- fund accounting manager Houston, TX
- hedge fund manager Houston, TX
- portfolio manager Houston, TX
- fixed income portfolio manager Houston, TX
- private intelligence Houston, TX
- entry level private equity Houston, TX
- private wealth management Houston, TX
- private pca Houston, TX
- private credit Houston, TX


