Lead Mortgage Banker for Private Wealth & UHNW Clients
Morgan-Stanley
Morgan Stanley is seeking a Vice President, Mortgage Banker to join our Home Loans team in Dallas, TX. The ideal candidate will have over 10 years of experience in wealth management and extensive knowledge of mortgage products, serving high-net-worth clients. As a Mortgage Banker, you will be the primary point of contact through the mortgage origination process, ensuring a seamless client experience. This role requires strong communication skills and the ability to manage complex scenarios in a fast-paced environment, providing tailored advice to clients. Join us to support our mission of delivering exceptional client service. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Lead Mortgage Banker for Private Wealth & UHNW Clients in Dallas, TX vacancy
- Morgan Stanley is seeking a Vice President, Mortgage Banker for its Home Loans team in Dallas, TX. The role involves serving as the primary contact for clients and financial advisors throughout the mortgage origination process, ensuring a seamless experience from application...PrivateMortgage
- Morgan Stanley is seeking an UHNW Mortgage Underwriter in Dallas, Texas, to provide premier mortgage services to high net-worth clients. The role requires a minimum of 10 years of experience in credit analysis and underwriting, a deep understanding of complex income scenarios...PrivateMortgage
- ...Premier Client Banker At PNC, our people are our greatest differentiator... ...Client Banker within PNC's Wealth Management organization, you... ...Proactively generate and manage leads and client appointments.... ...Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- Overview Wealth Management Across Wealth Management,... ...Goldman Sachs helps empower clients and customers around... ...and customers, and leading-edge technology, data,... ...design. Goldman Sachs Private Bank provides competitive... ...management. Our lenders and mortgage specialists provide a...PrivateMortgageWork at office
- 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...Private
$120k - $130k
...A leading fiduciary wealth management firm is seeking a Vice President for its Dallas office. The VP will be part of a client relationship team ensuring exceptional service for ultra-high-net-worth clients. Requirements include a Bachelor's degree, preferably with CFP...Work at officeFocus Financial Partners Inc.
Dallas, TX2 days ago- A leading investment banking firm is seeking a Mortgage Transaction Manager in Dallas, Texas. This role requires over 2 years of experience in financial... ...an exceptional mortgage process for Private Wealth Management clients. Responsibilities include guiding clients, managing...PrivateMortgage
- A leading global investment firm is seeking a dynamic Private Wealth Advisor to provide comprehensive investment solutions for ultra-high net worth clients. This role requires strong interpersonal skills, collaboration with partners, and a thorough understanding of financial...Private
- A leading global investment bank is seeking a Mortgage Transaction Manager in Dallas, Texas. In this critical client-facing role, you will ensure a seamless mortgage process for Private Wealth Management clients. Responsibilities include managing client expectations, coordinating...PrivateMortgage
- UHNW Mortgage Underwriter Morgan Stanley Home Loans is looking for the best of the best... ...premier mortgage services to our clients. As part of the Global Wealth Management Division (GWM), we have... ...to new team members. Qualifications Private bank lending experience, business...PrivateMortgageSelf employmentWork at office
- ...DAL Areas of Interest: Mortgage Banking Pay... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...an experienced mortgage banker with an established client base who isn't afraid to... ...Corporation Group offers industry-leading benefits addressing your...PrivateMortgageMinimum wageWork at officeLocal area
BOK Financial
Addison, TX22 hours ago $110k - $190k
...Mortgage Banker Morgan Stanley has earned a worldwide reputation... ...do. Morgan Stanley Private Bank, National... ...within Morgan Stanley Wealth Management (MSWM). Morgan... ...than $2 trillion in client assets and more than 1... ...doing the right thing, leading with exceptional ideas...PrivateMortgageTemporary workWorldwideMorgan Stanley
Dallas, TX2 days ago- ...Citi Private Bank - Uhnw Private Banker - Director / Md Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...to develop tailored wealth management strategies. Private... ...Prospecting generate leads and develop prospects, network...Private
- ...at a scale that works for our clients, with highly experienced bankers who truly invest in people's... ...interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive... ...and estate administration, and wealth strategy capabilities to...PrivateMortgageInterim roleLocal areaImmediate startDay shift
Texas Capital Bank
Dallas, TX3 days ago - ...and ultra high net worth client relationships Provides... ...Brokerage, Insurance, Wealth Planning, and Equity Risk... ...to ensure the Private Banking client experience... ...through the Nationwide Mortgage Licensing System (NMLS)... ...Senior Private Banker At Fifth Third, we understand...PrivateMortgageWork at office
Fifth Third
Dallas, TX16 hours ago - A leading financial services firm in Dallas is seeking a Private Banker to advise clients on building and managing their wealth. You will leverage your investment and financial planning knowledge to foster strong relationships and generate new business. The ideal candidate...Private
- ...with offerings in personal and private banking, wealth management,business banking and mortgage lending. Position Overview: The... ...courteous service, and resolve client concerns directly or through... ...collaboratively with Broadway bankers and LOB partners to connect customers...PrivateMortgage
- ...Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion,... ...and estates, loans, mortgages and deposits. J.P.... ...asset managers for the Global Private Bank, and advising clients... ...with Investment Advisors and Bankers in the U.S., as well as...PrivateMortgage
- ...scale that works for our clients, with highly experienced bankers who truly invest in people... ...the investment advisor, wealth strategist, financial planner... ...of investments, banking, mortgage, planning, and trust... ...at least seven years in private banking preferred Required...PrivateMortgageImmediate start
Texas Capital Bank
Dallas, TX3 days ago - Description Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations... ..., including but not limited to mortgage, wealth, private client, and business banking.... ...First Horizon Corporation is a leading regional financial services...PrivateMortgageTemporary workWork at office
- ...role is responsible for new client acquisition, deepening... ...business development goals. The Private Client Advisor leads the client management... ...engaged in residential loan mortgage originations must register... ...needs, preferences and overall wealth strategy; being responsive...PrivateMortgageShift workDay shift
- 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...Private
- ...Private Banker Morgan Stanley ("MS") is a global financial... ...Securities, Wealth Management, and Asset... ...advice and services to its clients including brokerage, investment... ...cards, residential mortgage products, home equity... ...the right thing, leading with exceptional ideas...PrivateMortgageWork at office
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and...PrivateMortgageWork at officeRemote workWork from homeFlexible hours
Huntington
Dallas, TX3 days ago - ...to simplify complexity for Private Bank clients by challenging and collaborating... ...and achieve their wealth goals. Create steams of highly... ...recommendations delivered to client. Leads the 90-day client on-... ...employment through the Nationwide Mortgage Licensing System (NMLS). The...PrivateMortgageWork experience placementPrivate practiceWork at office
Fifth Third Bank, N.A.
Dallas, TX15 hours ago - A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families... ..., partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience...Private
- ...Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion,... ...and estates, loans, mortgages and deposits. J.P.... ...with Investment Advisors and Bankers in the U.S., as well as with... ...offering fits the Global Private Bank strategy within a market...PrivateMortgage
$149.52k - $175.9k
...growth of medium to large size high net worth client relationships. Builds a team of Banking,... ...expert capable of handling complex wealth and relationship management issues, providing... .... This position requires National Mortgage Licensing System (NMLS) registration under...PrivateMortgageTemporary workWork experience placementU.S. Bancorp
Dallas, TX22 hours ago- ...Description Senior Mortgage Consultant... ...Morgan Stanley Private Bank, National Association... ...Morgan Stanley Wealth Management (MSWM).... ...than $2 trillion in client assets and more than... ...and Personal Bankers and assist in providing... ...the right thing, leading with exceptional...PrivateMortgageWorldwide
Morgan Stanley
Dallas, TX3 days ago - ...OUR IMPACT The Private Bank (PB) is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored banking... ...products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm's global Wealth...PrivateMortgageBank staff
The Goldman Sachs Group
Dallas, TX22 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Mortgage Banker for Private Wealth & UHNW Clients. Be the first to apply!
