- Umpqua Bank (Irvine, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport...planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …written and verbal communication skills. + Professional demeanor with the ability to engage high - net - worth clients. + Reliable and punctual with a commitment ... Description A boutique wealth management firm based in Walnut Creek, CA...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …written and verbal communication skills + Good demeanor and ability to interact with high - net - worth clients + Proficiency in Microsoft Office Suite and CRM ... Description Overview: A boutique wealth management firm is seeking a Client Service...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its growing team. This firm is known for delivering bespoke financial services to ultra- high - net - worth individuals and families, offering a full suite of ... is composed of dedicated professionals who thrive in a supportive, high -performance environment. Position Overview The Senior Client Service Associate will serve… more
- 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 ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate to join its team. This firm specializes in serving ultra- high - net - worth individuals and families, offering a comprehensive suite of ... Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain relationships with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and experienced Senior Client Service Associate to join its team. This firm provides ultra- high - net - worth clients with a full spectrum of services, including ... shared accounts. + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong relationships with… more
- JPMorgan Chase (San Francisco, CA)
- …leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... and review prospect/banking products pitches + Validate source of wealth of clients + Periodic updating of client backgrounds...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… more
- City National Bank (Los Angeles, CA)
- …compliance. Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction processing. WHAT ... and strategies is needed. * Develop/Maintain strong working knowledge of Wealth Station, SEI, CSS, Odyssey, myReferrals, myCNB, and other programs required… more