- Citigroup (Downey, CA)
- …bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... will assist, coach and mentor the team to develop personal plans and hold them accountable to execute and...Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our… more
- Citigroup (Canyon Country, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- Banc of California (San Diego, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: 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...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- JPMorgan Chase (Los Angeles, CA)
- …of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within ... about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities...Private Client, which will include at least one preferred branch as well as at least one office. **Job… more
- Citigroup (San Francisco, CA)
- …for managing the relationship with, and overall delivery to, the US Personal Banking (USPB) leadership. They do this by driving alignment across all Real Estate ... USPB objectives. The Northern California territory consists of 100+ retail bank branches. **Responsibilities:** Ownership and Value Add: Portfolio Management (75%) +… more