- Citizens (Newport Beach, CA)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... the Relationship Manager with their loan portfolio with extraordinary care and service . The Sr lending specialist works in primarily operational, processing, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Relationship Management + Serve as the primary advisor for a portfolio of high - net - worth clients. + Maintain regular communication and deepen relationships ... planning, and mentoring associate advisors. The ideal candidate is passionate about service excellence, thrives in a collaborative environment, and is committed to… more
- HSBC (Irvine, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.… more
- HSBC (San Francisco, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients.… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- Gelfand Rennert & Feldman (San Rafael, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... mail, packages, and checks, and process accordingly to the service plan for each client + Respond to requests...firm or 2+ years of general accounting experience + High School Diploma or GED equivalent is required; Associate's… more
- Citigroup (San Rafael, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... closely with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address… more
- Citigroup (Loma Linda, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- City National Bank (Los Angeles, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more