- Bank of America (Irvine, CA)
- …and assists with training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- SMBC (Los Angeles, CA)
- …new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager ... the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the… more
- Kyndryl (Sacramento, CA)
- …diverse industries. The Applications Consultant serves as a thought leader, trusted advisor , and bridge between business objectives and technology enablement, ... clients through process and technology transitions. + Advanced proficiency in business process mapping, requirements analysis , and solution blueprinting. +… more
- City National Bank (Beverly Hills, CA)
- …providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis , and coordination of accurate data and documentation, this person creates ... in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The… more
- Fifth Third Bank, NA (El Segundo, CA)
- …and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client 's trusted advisors (eg attorney, accountants) ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are...to provide strategic and capital market advice. + Strong business acumen, to include detailed analysis , review… more
- KeyBank (CA)
- … Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, ... strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships.… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business /group. + Influences and negotiates to achieve business ... and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs...objectives. + Recommends and implements solutions based on analysis of issues and implications for the business… more
- Deloitte (San Francisco, CA)
- …our involvement with GCCs (Global Capability Centers) + Build and nurture executive-level client relationships, serving as a trusted advisor on managed services ... manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process....or at any time in the future + Established business relationships with senior client /prospect executives across… more
- PNC (Los Angeles, CA)
- …program you will have the opportunity to gain exposure to a specific line of business , expand the tools you need to launch your career, and complement your education ... Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning… more
- PNC (San Francisco, CA)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... needed to be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products, Customer Engagement,… more