- Banc of California (San Diego, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... Deepen Client Relationships/Profitability: For existing clients, completes systematic deposit/treasury relationship reviews and works closely with business unit… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... for business . Together for better. **About the Role:** A Healthcare Relationship Manager develops, advises, manages, and retains Healthcare and Professional… more
- HSBC (Irvine, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide financial...of existing clients and identifying product opportunities within the business * Conduct full needs assessments with current and… more
- MUFG (Los Angeles, CA)
- …Relationship Manager ("RM"), the individual is responsible for managing business development activities related to a portfolio of Japanese corporate ... Banking and other relevant Divisions and Departments. **Major responsibilities** **:** New Business Development (50%) + Develop, maintain, and work to broaden… more
- Citigroup (Irvine, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes… more
- Citigroup (Riverside, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes… more
- Citigroup (Los Angeles, CA)
- …and Healthcare Services industry sub-segments. This is an opportunity to support new business development , as well as day-to-day management of existing ... . + A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience +… more
- BMO Financial Group (Los Angeles, CA)
- We are looking for an English and Japanese bi-lingual Relationship Manager to join our team supporting clients based in Japan with US subsidiaries. This position ... of existing Japanese Business clients and focus on creating new business development opportunities with the US-based Japanese Subsidiaries. This role… more
- Bank of America (Los Angeles, CA)
- GCB Sr. Relationship Manager (Middle Market - Los Angeles) Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** ... + Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement +… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, CA location. ... You will solicit senior management input from the client on new business directives within their firm and the associated product requirements. You'll monitor… more