- Citigroup (Palo Alto, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- US Bank (Los Angeles, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for ... documents + Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + **… more
- S&P Global (CA)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more
- Nuveen Investments (San Francisco, CA)
- ** Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in ... This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients.… more
- Columbia Bank (San Jose, CA)
- **About the Role:** + The Relationship Manager plays a key role in expanding Columbia Bank's Healthcare Banking platform. You'll focus on serving the financial needs ... the healthcare sector. + Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated… more
- Citizens (El Segundo, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key ... white glove experience to clients that results in long-term client loyalty. Ideal candidates will have a client...join their team and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship… more
- TD Bank (San Francisco, CA)
- …(FSG) provides dedicated coverage to a broad range of North American and Global private equity, infrastructure, pension and sovereign wealth funds. We focus on ... with capital markets and financial advisory services worldwide. We meet our client 's needs everyday by providing them with sophisticated knowledge of capital markets… more
- Scotiabank (San Francisco, CA)
- …collaboration with solutions specialists and leading business process reviews aligned to key client sales opportunities. + Share industry leading best practices, ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- City National Bank (Los Angeles, CA)
- …OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… more