- Citigroup (Beverly Hills, CA)
- …a referral network and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are appropriate and in line ... to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets...of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience… more
- US Bank (Los Angeles, CA)
- …management of the partners activities, this will include working closely with the sales manager, whose team work on the referrals we generate, the relationship and ... of relevant experience. + Preferred Skills/Experience- Considerable knowledge of sales or relationship management strategies- Effective verbal and written… more
- City National Bank (Irvine, CA)
- …relationships are within CNB's risk appetite and can be managed without issue. Private Banking Division As a member of City National's Private Banking group, you ... and administrative review of all potential new business. * Meet sales goals around sales expectation. * Work with Bankers, Portfolio Managers, and Financial… more
- City National Bank (Los Angeles, CA)
- …monthly and ad hoc reports to support the unit's or division's sales , service and financial activities. Develops and creates customized databases to accommodate ... TO SUCCEED? *Required Qualifications** * Minimum 5 years experience in banking or financial services *Additional Qualifications* * Bachelors degree or equivalent… more
- Bank of America (Oxnard, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Our Corporate & Investment Banking Front Office Quantitative Model Development Team is working on a strategic buildout initiative. This ... deliver excellent quality and service to our trading and sales partners as our platform continues to grow. Wells...Vice President level role within the Corporate & Investment Banking organization (CIB). The successful candidate will be part… more
- TATCHA (San Francisco, CA)
- …applicable federal, state, and local regulatory laws and rules. + Collaborate with Sales , Legal, and FP&A teams to evaluate complex customer contracts and ensure ... Treasury + Assist FP&A group with working capital forecasting. + Manage banking relationships and control requirements over bank accounts. + Ensure optimal use… more
- Palo Alto Networks (Santa Clara, CA)
- …and a strong corporate finance foundation, ideally with experience in FP&A, investment banking , or equity research. This role is for a self-starter and great ... experience in finance; prior experience in Corporate FP&A, investment banking , or equity research is strongly preferred + Exceptional...at the posted level, the starting base salary (for non- sales roles) or base salary + commission target (for… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Bank of America (San Francisco, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more