- HSBC (Irvine, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the… more
- BlackRock (San Francisco, CA)
- …funds, foundations, endowments, official institutions, insurance companies, sub- advisory relationships, high net worth individuals, family offices, and ... BlackRock's premier Client Businesses Group. **Responsibilities** As a Divisional Sales Desk Manager , you will develop a team of Sales Professionals with varying… more
- Bank of America (Walnut Creek, CA)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... Private Client Manager II Walnut Creek, California **To proceed with...+ Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- City National Bank (San Francisco, CA)
- …resilience. WHAT WILL YOU DO? * The Entertainment & Sports Banking group serves high - net - worth clients and those families, individuals, and businesses in the ... *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private...internal and external events, and regulatory exams * Exhibit high attention to details in identifying, aggregating, and communicating… more
- BMO Financial Group (Los Angeles, CA)
- …personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. ... solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with… more
- Gelfand Rennert & Feldman (Century City, CA)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... Position Summary We are seeking a Royalty Audit Manager , Music to join our team of dedicated...or Encino on a hybrid basis. The Royalty Audit Manager , Music is responsible for overseeing all aspects of… more
- Moss Adams LLP (Sacramento, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Senior Manager - Partnerships** **Description** At Moss Adams, we...Focus. **Responsibilities** : + Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.… more
- Citigroup (San Rafael, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (Loma Linda, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- 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...planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with… more