- JPMorgan Chase (San Francisco, CA)
- …and develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships . They provide centralized, high ... history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Wells Fargo (Walnut, CA)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... escalation procedures, and managing the allocation of people and financial resources for the branch. In this role you...role you will: * Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Wells Fargo (Huntington Park, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... escalation procedures, and managing the allocation of people and financial resources for the branch. **In this role you...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- BMO Financial Group (Newport Beach, CA)
- Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and ... and to achieve business goals. + Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.… more
- BMO Financial Group (San Francisco, CA)
- …risk oversight. Client Relationship Management: * Serve as a trusted advisor to high - net - worth individuals and families, addressing their fiduciary needs ... or suburban Chicago offices as a client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing… more
- LTD Global (Livermore, CA)
- …+ Demonstrated experience providing high -level service to clients, including high - net - worth individuals + Problem-solving skills and a customer-focused ... About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and… more
- JPMorgan Chase (San Francisco, CA)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra- high net worth individuals and families in ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- BMO Financial Group (Los Angeles, CA)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... This position is a hybrid role. Bi-lingual preferred. + Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements… more
- Coinbase (Sacramento, CA)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- Coinbase (Sacramento, CA)
- …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
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