- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the… more
- PNC (Los Angeles, CA)
- …assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private ... a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship… more
- US Bank (West Hollywood, CA)
- …equivalent work experience - One to two years of experience working in a sales , retail management , or banking environment **Preferred Skills/Experience** - ... reach their financial goals through collaboration with partners including wealth , business banking , mortgage, or payment services....Three to four years of experience working in a sales , retail management , or banking … more
- Wells Fargo (Hawthorne, CA)
- …partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss...may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current… more
- City National Bank (San Francisco, CA)
- …including internal sales partners to accomplish cross sale expectations in Cash Management , Wealth Management and International products and services in ... all calling activity in myCNB and provides reports to management in an accurate and timely manner. Must be...new customers and collaborates with relationship managers with the sales and implementation of banking services. Passes… more
- Comerica (Beverly Hills, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... The Bank Manager is responsible for the overall leadership, management , and success of a Retail Banking ...and execute growth activities by aligning weekly goals with sales and operations activities. Deliver daily coaching and evaluations… more
- Comerica (Burlingame, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed...to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number… more
- Comerica (Tustin, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed...add value to customers relationships. + Support consumer portfolio management efforts to retain, expand and increase the number… more
- Citigroup (Beverly Hills, CA)
- …Group, identifying cross-sell opportunities and working collaboratively with partners across banking , lending, and wealth management .** **Qualifications** ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- Bank of America (Beverly Hills, CA)
- …advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more