- City National Bank (San Francisco, CA)
- … Products, Solutions and Programs. This role will be part of CNB's Private Banking and Wealth Management team, and responsibilities will span across ... * Bachelor's Degree or equivalent * 15 years of experience in Wealth Management * 15 years of experience in banking or management consulting… more
- JPMorgan Chase (Los Angeles, CA)
- …manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including ... the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth ..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Citigroup (San Francisco, CA)
- …of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, ... to middle market family office clients with more traditional wealth and asset management needs ("Core Family...responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth...credit and real estate + Proven experience in investment management sales ; experience within a capital markets… more
- Zions Bancorporation (San Diego, CA)
- …partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the ... Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within... Team is supported by a cohesive group of banking professionals, which includes: + Retail Bankers + Community/Business… more
- HSBC (San Francisco, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... the business + Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking , investment and insurance products… more
- Citigroup (Los Angeles, CA)
- …to help you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private- Wealth -Relationship-Manager--FP-\_25025589-2) **Job Description:** Merrill Wealth Management… more
- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- HSBC (Irvine, CA)
- …of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Series 7, 66 (or 63 and 65), ... the business * Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking , investment and insurance products… more