Senior Private Banker - Lending & Advisory
Morgan Stanley
Morgan Stanley is seeking a Private Banker to join their Sales Team in Dallas, Texas. The ideal candidate will build product awareness and provide cash management and lending solutions to Financial Advisors. Key responsibilities include developing strategies to retain business, executing marketing initiatives, and maintaining relationships with affluent clients. Candidates should have over 7 years of lending business experience and a strong knowledge of various credit products. This position offers an opportunity to thrive in a fast-paced environment. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Banker - Lending & Advisory in Dallas, TX vacancy
- Fifth Third Bank in Dallas is seeking a Senior Private Banker to manage high net worth client relationships, offering deposit and lending expertise through collaboration with a team of specialists. The ideal candidate will have at least 8 years of experience in banking,...Senior
- Morgan Stanley is seeking a Vice President, Mortgage Banker for its Home Loans team in Dallas, TX. The role involves serving as the primary... .... The ideal candidate should have over 10 years of mortgage lending experience, hold a relevant leadership position, and excel in...Suggested
- Baker Tilly Advisory Group, LP is seeking a seasoned tax professional in Dallas, Texas, with expertise in federal tax compliance and consulting for real estate clients. The ideal candidate possesses at least 15 years of experience in a professional services firm, along...Senior
$120k - $185k
LE001 Berkeley Research Group, LLC is seeking a skilled financial consultant to join its Transaction Advisory practice in Dallas, Texas. The candidate will support various financial engagements and collaborate with client teams, demonstrating exceptional analytical abilities...Senior- ## Senior Private BankerApplylocations: Dallas, TXtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 6, 2026 (... ...ultra high net worth client relationships Provides deposit and lending expertise while collaborating with a customized team of...SeniorWork at office
$99k
JOB REQUISITION Dallas Technology Audit & Advisory (Financial Services) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services...Senior
- J.P. Morgan in Dallas, Texas, is seeking a Private Banker to advise families on managing their wealth. The ideal candidate will maintain strong client relationships, provide tailored investment advice, and ensure adherence to all policies. Candidates need a Bachelor's...Senior
- A prominent financial institution in Dallas, Texas seeks an experienced Private Banking Relationship Banker III. This role involves managing and developing profitable relationships with high net worth clients, focusing on loans, investments, and financial services. Ideal...Senior
- A leading financial services firm in Dallas is seeking an experienced Private Banker. The candidate will manage client relationships, providing tailored advice and solutions while adhering to all regulatory guidelines. Applicants should have over six years in Private Banking...Senior
- TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree...Senior
- ...attending sales, service and product knowledge meetings, applicable training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal controls, operational procedures and risk management policies. Stays...SeniorTemporary workWork at officeNight shiftWeekend work
- ...its national law firm in Dallas, Texas. The role requires five to ten years of experience in commercial real estate, particularly in lending transactions. The ideal candidate will demonstrate strong organizational and drafting skills, with the ability to run deals...Senior
- ...attending sales, service and product knowledge meetings, applicable training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal controls, operational procedures and risk management policies. Stays...SeniorFull timePart timeWork at officeNight shiftWeekend work
$100k - $125k
Embark is seeking a Senior Associate for the Financial Advisory practice in Dallas, Texas. This role entails assisting clients with financial reporting, technical accounting, and transactions. Candidates should have 3+ years of experience in public accounting or consulting...Senior$179k - $262k
Baker Tilly US in Dallas is looking for an experienced professional in transaction advisory services. You will conduct analysis, due diligence, and communicate effectively with clients, ensuring top-notch service. The ideal candidate has over 8 years in accounting or related...Senior- Texas Regional Bank is seeking a Relationship Manager to manage and grow profitable lending relationships. The role involves developing strategies for acquiring clients, managing loan portfolios, and ensuring compliance with bank policies. Ideal candidates will have a minimum...Senior
$119.5k - $329.5k
FTI Consulting is seeking an SEC & Accounting Advisory Senior Director in Dallas, Texas. This role involves supervising client engagements and assisting with complex transactions while deepening technical expertise within a collaborative environment. Candidates should have...Senior- A leading global professional services firm is seeking a Senior Manager in Financial Accounting Advisory Services (FAAS) who will address complex finance issues while collaborating across various service lines. This pivotal role requires 8+ years of audit experience, a...Senior
- Ernst & Young Oman is seeking a Senior Manager to join their Technical Accounting Advisory Group in Dallas. This role requires exceptional technical accounting skills and the ability to manage client relationships, guiding them through complex financial issues. The ideal...Senior
- A leading consulting firm is seeking a Senior Manager in International Corporate Tax Advisory to manage technical planning, advise on complex tax issues, and develop client relationships. The ideal candidate should have a bachelor's degree or equivalent, with substantial...Senior
- ...reports for clients. The ideal candidate will have 1-4 years of experience in public accounting, a strong interest in transaction advisory work, and CPA certification or progress. The position requires working in the office 4 days a week. #J-18808-Ljbffr CI Search GroupSeniorWork at office
$95k
...role involves analyzing financial statements to assess creditworthiness, preparing credit presentations, and ensuring compliance with lending regulations. Candidates should possess a Bachelor’s degree and have at least 5 years of credit analysis experience. The position...Senior- ...is looking for experienced audit professionals for a full-time role in the Dallas-Forth Worth Area. The position involves complex advisory engagements with Fortune 500 companies, focusing on strategic accounting and finance projects. Ideal candidates have 3-6 years in...SeniorFull time
- Stonepath is seeking a Senior Tax Manager in Dallas, TX, to join their advisory-focused CPA firm. In this role, you'll engage with high-net-worth clients, manage compliance, and provide strategic tax planning services. Ideal candidates have 7-10 years of public accounting...Senior
- RSM US LLP is seeking a Family Office Advisory Manager in Dallas, Texas. This role plays a pivotal part in executing client service and developing thought leadership within the Family Office Advisory team. Responsibilities include supporting client engagements, developing...SeniorWork at office
- Zions Bancorporation is seeking an experienced Relationship Manager to join Amegy’s Commercial Lending Team in Dallas, TX. This role focuses on identifying lending opportunities and developing commercial relationships while ensuring high client satisfaction. The ideal candidate...Senior
- JPMorgan Chase Bank, N.A. is seeking a Senior Home Lending Advisor in Dallas, Texas. In this role, you will leverage your expertise in home lending products to guide customers through their loan journey, ensuring compliance with regulations. Join a dedicated team and create...SeniorLocal area
- ...ideal candidate will have a Bachelor's or Master's degree in Business, Finance, or Accounting, along with over 7 years of commercial lending experience and strong customer service skills. Texas Security Bank is an equal opportunity employer. #J-18808-Ljbffr Texas...Senior
- A leading advisory and tax firm in Dallas is seeking a Tax Senior Manager to deliver industry-focused tax advisory and compliance services. The successful candidate will manage client relationships, assist in federal tax compliance, and mentor junior staff. With over eight...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker - Lending & Advisory. Be the first to apply!
Related searches
- private banker Dallas, TX
- private mortgage banker Dallas, TX
- personal banker Dallas, TX
- senior data management analyst Dallas, TX
- senior app developer Dallas, TX
- senior manager insurance Dallas, TX
- senior game producer Dallas, TX
- senior retail sales associate Dallas, TX
- senior manager quality engineering Dallas, TX
- senior software test automation engineer Dallas, TX