- Comerica (Long Beach, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role… more
- City National Bank (Los Angeles, CA)
- …This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
- Comerica (Los Angeles, 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 managing a portfolio of existing relationship for customers within Private Banking to ensure ongoing profitability and complete conformity with credit terms.… more
- Raymond James Financial, Inc. (Irvine, CA)
- …of client service with a strong focus remaining on what's best for their personal wealth management . + Network in the community and effectively market him or ... AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors… more
- Citigroup (Fountain Valley, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking , and credit products… more
- Atria Wealth Solutions (Dublin, CA)
- …years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 ... training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review… more