Title: Financial Services Consultant - Investments - Houston, TX (Galleria) Location: TX - Galleria Acts as the principal account and relationship manager for new and existing investment clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for supporting the sales and service process, interviewing prospects and ...
FinancialJobBank.com - 17 months ago
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