- JPMorgan Chase (San Diego, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- LTD Global (Livermore, CA)
- …growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and ... relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to… more
- BMO Financial Group (Los Angeles, CA)
- …their best interests, and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and ethical requirements. + ... of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and capabilities. + Seasoned professional with a combination of… more
- JPMorgan Chase (Palo Alto, CA)
- …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and… more
- Robert Half Finance & Accounting (Walnut, CA)
- …critical financial operations. Responsibilities: * Coordinate and manage documentation for new private equity investments, brokerages, and bank accounts for both ... California. In this role, you will oversee financial processes related to private equity investments and estate planning, ensuring compliance, accuracy, and timely… more
- Zions Bancorporation (Irvine, CA)
- …brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a ... "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to… more
- JPMorgan Chase (San Francisco, CA)
- …management solutions. The team that works with our clients generally consists of: * the banker that manages the overall bank relationship with the client * the ... Your new business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts + Existing wealth clients… more
- Zions Bancorporation (San Diego, CA)
- … Private and Non-Profit), Branch Administration, Compliance and other bank departments. Essential Functions: + Coordinates all Premier Wealth Management support ... Associates at California Bank & Trust work in a relationship-centered culture...Private and Non-Profit), Branch Administration, Compliance and other bank departments. + Processes and closes both routine and… more
- SMBC (Los Angeles, CA)
- …portfolio of benefits to its employees. Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long ... of highly skilled and seasoned bankers. To achieve our mission to be the ' bank of choice' for middle market and professional services companies, we are focused on… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best ... than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best … more