- Comerica (Costa Mesa, CA)
- Job Description Regional Director - Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing… more
- JPMorgan Chase (San Francisco, CA)
- …Qualifications, Capabilities, and Skills** + Eight plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects… more
- Citigroup (San Francisco, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Citigroup (Beverly Hills, CA)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- MUFG (Los Angeles, CA)
- …companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of ... nationally and seeking to hire a talented and experienced professional at the Managing Director level in our Industrials and Business Services Group with a focus on… more
- BMO Financial Group (San Francisco, CA)
- …internal/external stakeholders. + Ensures alignment between stakeholders. + Bridges banking , trust and investment disciplines together for client communications when ... the full relationship exists. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and… more
- Bank of America (Los Angeles, CA)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions ... Private Wealth Client Relationship Manager Los Angeles, California...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- JPMorgan Chase (San Francisco, CA)
- …firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. **Job ... outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. + Work… more
- Fifth Third Bank, NA (Los Angeles, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... securitization opportunities, both loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory...& SKILLS REQUIRED: + 10+ years of experience in Banking , Investment Banking or Capital Markets and… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more