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Private Banking Advisor: -Value Portfolio
Job in
Bellville, Austin County, Texas, 77418, USA
Listed on 2026-02-28
Listing for:
Wesbank
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Location: Bellville
A financial services firm in Texas is looking for a Banking Advisor to manage a portfolio of affluent clients. The role requires building relationships, ensuring service excellence, and generating new leads. Ideal candidates should have a RE5 Certificate and a degree in Finance or Accounting, along with 3 to 5 years of experience in a Sales/Service environment. This opportunity offers a collaborative team culture where innovative practices are encouraged.
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