- City National Bank (Los Angeles, CA)
- …in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los ... matters. Works with the management team to incorporate client service and operational integrity into all aspects of the...and manages the operational staff of a large Private Banking division. Manages risk associated with the operational aspects… more
- US Bank (San Diego County, CA)
- …knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services , ... of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, US Bank...and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon… more
- Citigroup (Los Angeles, CA)
- …help you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Bank of America (San Francisco, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...clients through educating them on all of the bank's service and banking offerings + Ensures timeliness,… more
- Bank of America (Santa Barbara, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...clients through educating them on all of the bank's service and banking offerings + Ensures timeliness,… more
- Bank of America (Newport Beach, CA)
- …of the responsibilities. The CPO maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and ... Sr. Credit Products Officer-Dealer Financial Services Scottsdale, Arizona;Seattle, Washington; Newport Beach, California; Dallas, Texas; Denver, Colorado **To… more
- Citigroup (Los Angeles, CA)
- …to directional strategy by considering their application in own job and the business . Recognized technical authority for an area within the business . Requires ... basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication… more
- Bank of America (San Francisco, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank… more
- Citigroup (Beverly Hills, CA)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- CIBC (San Francisco, CA)
- …**What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to ultra-high-net-worth clients ... consolidated reporting, document management, expense management solutions, and comprehensive administrative services . You will act as a key contact for clients and… more