- Umpqua Bank (Sacramento, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
- MUFG (San Francisco, CA)
- …some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle- market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the… more
- JPMorgan Chase (San Francisco, CA)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... working alongside a team of talented colleagues from other markets , businesses and functions to provide you with the...level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,… more
- JPMorgan Chase (San Francisco, CA)
- …to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking to constantly ... working alongside a team of talented colleagues from other markets , businesses and functions to provide you with the...level. As a Private Banker in the International Private Bank , you are responsible for advising families on building,… more
- Umpqua Bank (Los Angeles, CA)
- …management services to these clients include: deposit, cash management, credit, investment management, and trust services. + Business development of client ... relationships. + Engage with bank partners for wealth management and implementation strategies to...expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes… more
- Umpqua Bank (San Diego, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to...expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes… more
- Citigroup (Los Angeles, CA)
- …to identify opportunities **Qualifications:** + 10+ years of Commercial Banking, Corporate Banking, Leveraged Finance, or Investment Banking experience with ... Retail commercial banking portfolio. With a deep understanding of financial markets , lending practices and client relationship management, the Senior Vice President… more
- JPMorgan Chase (San Francisco, CA)
- The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships ... and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers...other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In… more
- Zions Bancorporation (El Segundo, CA)
- …Utah, Washington, and Wyoming. With a leading market share in small and middle- market banking, the Bank 's 500+ client managers and 200+ wealth advisors have ... business, finance, or related experience. Preference for candidates with experience in Capital Markets , investment banking, or sales & trading. Skills: + Strong… more
- City National Bank (Los Angeles, CA)
- …Qualifications** * Bachelor's Degree or equivalent * Minimum of 5 years of experience in investment and securities market . * Minimum of 5 years of direct client ... and administrative support. WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests… more