- US Bank (San Diego, CA)
- …industry, including US Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services ... research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's… more
- US Bank (Aptos, 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 (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
- City National Bank (Los Angeles, CA)
- …individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking , credit, asset ... a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good...in one or more of the following: asset management, banking /credit, personal trust, and brokerage services . *… more
- Wells Fargo (Pasadena, CA)
- …high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services . These bank specialists ... aspirations. **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management,...and risk control development within the Special Needs Trust Services team + Develop new business , retain… more
- Bank of America (Mill Valley, 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 (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
- City National Bank (San Francisco, 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 ... *Must-Have** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years of experience… more
- BMO Financial Group (San Ramon, CA)
- …exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. + ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...The ideal candidate may bring experience as a Commercial Banking Relationship Manager combined with time spent as an… more
- Columbia Bank (Santa Barbara, CA)
- …and taxation. + Extensive knowledge of Columbia Banking , Trust Services , Taxation planning, Asset Allocation concepts and Investment related products ... PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to frame,… more