- City National Bank (Los Angeles, CA)
- …confidential information and documents with discretion. * Experience working in financial services industry preferred . * Flexibility and ability to work well ... advise on a broad range of matters under the banking and securities laws, including the SEC, FINRA, OCC,...and affiliates with respect to wealth management products and services . * Support senior counsel in advising the Bank's… more
- BMO Financial Group (San Francisco, CA)
- …Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred . + Bachelor's degree ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Cushman & Wakefield (Sacramento, CA)
- …client , facility management, transactions, occupancy planning, general contractors and client venders. Contracts, coordinates, and monitors various services ... and procedures for managing the design, development, and construction of projects for a client account. Position interacts with multiple stakeholder teams such as: … more
- City National Bank (San Francisco, CA)
- …first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ... activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products...relationships through the sale of mortgage loan products and services , uses consultative sales skills in support of sales… more
- Zions Bancorporation (Tustin, CA)
- …and maintaining client relationships. + Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' ... calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products **This position is eligible to earn a base… more
- Citigroup (San Francisco, CA)
- …traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + ... degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Citigroup (San Francisco, CA)
- …traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + ... degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- City National Bank (Irvine, CA)
- …financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service ... risk appetite and can be managed without issue. Private Banking Division As a member of City National's Private...colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to… more
- Zions Bancorporation (El Segundo, CA)
- …calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products **This position is eligible to earn a base ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- KeyBank (CA)
- …industry knowledge and Key's product set. Sr. Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop, manage and retain ... profitable client relationships and deliver subject matter expertise to ...maintain fluid communication with internal partners to provide seamless service to clients and sales visibility. + Working with… more