Senior Private Wealth & Lending Advisor
Hong Kong Study Skills Research Institute
The Hong Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual loans. Your role will involve managing strategic customer relationships, analyzing credit requests, and ensuring compliance with regulations. With a Bachelor's Degree in Finance and significant experience in banking, you'll deliver tailored financial solutions to high net worth clients. Strong communication skills and a solid understanding of lending practices are essential for success. #J-18808-Ljbffr
- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate... ..., develop portfolios, and ensure compliance with lending policies. A Bachelor’s degree and significant experience...SeniorPrivate
- First Horizon Bank in Houston, Texas, is seeking a Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking...SeniorPrivateLocal area
- ...A financial services company seeks a Senior Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. The candidate will engage in prospecting and servicing relationships, providing tailored financial, estate, and tax planning solutions. Required...SeniorPrivateFull time
- ...Firsthorizon is seeking a Senior Private Client Relationship Manager in Houston, Texas. The role requires extensive experience in private... ...Responsibilities include advising high net worth individuals on wealth management solutions and connecting them across business lines...SeniorPrivate
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate... ...client interactions, driving new business, and advising on wealth management. Competitive salary and benefits include health coverage...SeniorPrivate
- Texas Capital Bank in Houston is looking for a seasoned banking professional to manage client relationships and provide comprehensive wealth management solutions. The successful candidate will leverage their expertise to generate new clients and deliver exceptional...SeniorPrivate
- ...Overview A law firm seeks a mid‑level or senior finance associate for its Houston, TX office... .... Duties Represent commercial bank and private credit lenders in financing transactions.... ...‑secured, junior‑secured, and mezzanine lending. Participate in acquisition and leveraged...SeniorPrivateWork at office
- ...-HOUS Areas of Interest: Private Banking Pay Transparency Salary... .... and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...place to grow your career. The Senior Private Wealth Banker is primarily... ...of commercial and consumer lending practices and loan documentation...SeniorPrivateLocal area
- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago, Illinois... ...closely with the Credit Advisor (CA) to develop and expand custom... ...fund, yacht, unsecured, insurance, private equity, and subscription-finance...SeniorPrivateWork at officeShift workDay shift
- ...JB Poindexter (India) Private Limited is seeking a Finance Business Analyst in Houston, Texas. This role demands a leader to enhance financial functions and improve existing ERP systems. Candidates must have over 8 years of relevant experience, specifically with J.D. Edwards...SeniorPrivate
- Baker Hughes Gruppe is seeking a Transformation OFSE Financing Sr. Advisor to play a strategic role in modernizing financial data... ...tools. Benefits include contemporary work-life balance policies, private medical care, and tailored financial programs. #J-18808-Ljbffr...SeniorPrivate
- A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join... ...relationships while serving as the lead advisor within a structured client-... ...wealth management firm, RIA, private bank, or similar environment...SeniorPrivate
$100k - $170k
A global consulting firm is seeking a Senior Associate for the CFO Services - Digital Finance Transformation team in Houston, TX. The successful candidate will work directly with CFOs and Private Equity sponsors to improve financial functions and reporting transparency....SeniorPrivate$100k - $170k
A global consulting firm in Houston is seeking an Associate or Senior Associate for their Digital Finance Transformation team. This position focuses on aiding private equity firms in modernizing finance functions through digital enablement. The ideal candidate will have...SeniorPrivateFull timePart time- Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a talented local team and institutional support. The ideal candidate has 6+ years in Private Banking...SeniorPrivateLocal area
- BOK Financial Corporation in Houston is seeking a Senior Private Wealth Banker responsible for managing and servicing commercial and individual loans. The role involves negotiating credit proposals, managing customer relationships, and ensuring compliance with regulatory...SeniorPrivate
- ...commercialize and finance our projects. We are seeking a Finance Senior Associate with experience in project finance modeling,... ...experience in a related financial, energy, investment banking and/or private investment role or relevant experience across power and utilities...SeniorPrivateContract workWork experience placementWork at office
$86.66k - $164.3k
...and business advisory services. Role Summary We are seeking a Senior Consultant to join our Financial Advisory Services practice within... ..., manufacturing, energy, real estate, hospitality, retail and private equity. Responsibilities Actively participate in projects...SeniorPrivateLocal area- BCG Attorney Search is seeking a mid-level or senior finance associate for its Houston, TX office. This role involves handling complex... ...will have over 4 years of experience with a strong focus on private credit and alternative capital transactions. A Juris Doctor degree...PrivateWork at office
$86.66k - $164.3k
...tracking system.Job Description:We are currently searching for a Senior Consultant to join our Financial Advisory Services practice... ...distribution, energy, real estate, hospitality and retail, and private equity to name a few.Baker Tilly's CFO Advisory Services team is...SeniorPrivateLocal areaImmediate startWorldwideShift work$23 - $25 per hour
...like real estate, entertainment and media, private equity and venture capital, and high-tech... .... Overview Being the next generation Senior Relationship Banker at East West Bank means... ...mortgage, treasury management, deposits, wealth management investment products, international...SeniorPrivate- Today’s environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives....SeniorPrivateFull timeContract workWork at office
$130k - $185k
...mindset, we partner with CEOs, CFOs, Boards, Private Equity and Governments every step of the... ...of buy‑side and sell‑side transaction advisors bring deep sector expertise and functional... .... Your key responsibilities As a Senior Associate - Consultant with EY-Parthenon’...SeniorPrivateWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...Location: On site Summary The Private Client Relationship Manager will provide business depository... ..., treasury management, and business lending solutions to those organizations. In... ...building, preserving, and managing their wealth. You will utilize our financial planning...SeniorPrivateTemporary workWork experience placementLocal area
- ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... ...and organization? Interested in the "behind the scenes" of lending? If you are interested in growing your career in commercial...PrivateTemporary workWork at officeLocal area
- ...Senior Level Energy Programs Financial Advisor ProSidian Consulting seeks an Senior Level Energy Programs Financial Advisor to support requirements that... ...and strengthened enabling environment for private sector investment. A modern energy sector underpins not...SeniorPrivateFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$365k - $420k
...experience representing financial institutions, private credit funds, BDCs, and non-bank lenders... .../first-out-last-out structures, senior/mezz structures. You'll interface directly... ...currency deals. Cash-flow and asset-based lending (senior, senior-stretch, superpriority...SeniorPrivateWork at office3 days per week- J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor...Private
- ...Private Wealth Advisor Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra... ...planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows...Private
- ...strategies, and Salesforce. Ideal candidates will have a Bachelor’s degree in Finance or Economics, with 7+ years of experience in wealth management and excellent communication skills. This position offers employer-sponsored health benefits, a 401(k), and opportunities...Senior
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