- Citigroup (San Francisco, CA)
- …66 + Prior Treasury, Commercial or Corp Banking experience a plus + Sales and relationship management skills including a track record of building successful ... Citi Wealth organization. We focus on providing wealth management for busy professionals and their...to diversify their short term investments away from traditional banking accounts, Citi Wealth provides advice and… more
- 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
- HSBC (San Francisco, CA)
- …and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide ... will: + Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions...hand-off to the correct channels where appropriate + Provide sales support to licensed sales staff by… more
- Bank of America (San Mateo, CA)
- …with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in ... Wealth Management Specialist - NPD (FP)...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- HSBC (San Francisco, CA)
- …+ Minimum of 10 years of experience either in private law practice and/or at a wealth management firm advising high and ultra-high net worth clients on wealth ... navigate complex organizations are also critical to success + Sales Mindset. The Senior Wealth Planner will...Wealth Planning & Advisory team's liaison to Private Banking Asia, and will work to develop relationships with… 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
- 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
- HSBC (San Francisco, CA)
- …market developments, and of external regulatory framework relevant to wealth management In compliance with applicable laws, HSBC ... 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