- BMO Financial Group (San Francisco, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies...& practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide… more
- BMO Financial Group (Los Angeles, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- Wells Fargo (Beverly Hills, CA)
- …Bankers in our Western Markets focused on delivering sophisticated lending solutions for high - net - worth clients. With a core emphasis on driving lending ... and Credit Solutions group within BL&T is seeking a Manager of Wealth Custom Lending to lead a team...products, credit analysis, risk assessment, and relationship management for high - net - worth clients. + Strong interpersonal,… more
- Columbia Bank (Irvine, CA)
- …as preform the quality control function for Registered Investment Advisors, Investment Sponsors, High Net Worth Clients, Institutional Sales and other key ... and effectively provide services for multiple business lines, including high net worth clients, influential...to the work group and covereveningand weekend shift in manager 's absence. **Job Location(s):** Ability to work fully onsite… more
- M&T Bank (Costa Mesa, CA)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Bank of America (San Francisco, CA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- BMO Financial Group (Newport Beach, CA)
- Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and ... needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio. + Applies relationship management principles and… more