- Umpqua Bank (Walnut Creek, CA)
- …+ Coordination of business development efforts of sales, administrative and investment staff. + Monitors and coordinates activities to ensure all compliance ... to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Umpqua Bank (San Jose, 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...and external referral partners. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- JPMorgan Chase (Irvine, 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 ... level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,...clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs +… more
- JPMorgan Chase (Los Angeles, 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 ... all aspects of their balance sheet and re-introduce the capabilities of the Private Bank . National Client Fund Bankers are responsible for a large book of clients… 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 ... career to the next level. As a Private Banker in the International Private Bank , you are responsible for advising families on building, preserving and managing their… more
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region as the subject… more
- City National Bank (Los Angeles, CA)
- …reporting through RBC channels, and track implementation of remedial response(s) by the Bank . * Assist in scheduling and attend meetings for examiners with senior ... stakeholders and regulators, as well as effectively building relationships within the Bank . * Exceptional writing skills, with ability to synthesize complex concepts… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy...experience preferred. + Proven track record of partnership with investment bankers to provide strategic and capital market advice.… more
- City National Bank (Irvine, CA)
- …commercial and corporate banking teams. The role also includes serving as the bank 's internal expert on ESOP finance, helping drive our positioning and strategy in ... and business characteristics aligned with portfolio goals. * Expand the bank 's market presence by developing referral relationships with ESOP advisors, trustees,… 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 ... level. As a Banker Professional in the US Private Bank , you will provide integral daily support to Client...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more