- HSBC (Beverly Hills, CA)
- …support to Private Banking relationship managers and business heads. As our Senior Credit Advisor you will: + Be responsible for identifying, structuring, ... Senior Credit Advisor Brand: HSBC Area... Senior Credit Advisor Brand: HSBC Area of Interest: Private Banking...recommendation + Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar with a… more
- City National Bank (Los Angeles, CA)
- …complexity and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with ... *PLATFORM SENIOR DEVELOPER* WHAT IS THE OPPORTUNITY? Under the...coding, performing unit testing, and providing on-call technical and business support. The position requires a strong knowledge of… more
- Bank of America (Los Angeles, CA)
- …the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...Execute on team service model + Assist the Financial Advisor Team and/or Senior Business … more
- Bank of America (San Francisco, CA)
- …to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Bank of America (Walnut Creek, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Bank of America (Newport Beach, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Bank of America (Walnut Creek, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Citigroup (Palo Alto, CA)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Bank of America (San Francisco, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- City National Bank (Solana Beach, CA)
- …identifying and promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the appropriate ... II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a… more