- MUFG (Menlo Park, CA)
- …Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world. ... and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives...brand within your market(s) where you are the go-to banker for growth and middle market technology companies. +… more
- Comerica (Los Angeles, CA)
- Job Description Portfolio Manager II- Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within ... Private Banking to ensure ongoing profitability and complete conformity...sales). Retains existing portfolio and associated profitability. Promotes public bank image by being involved in meaningful community and… more
- Zions Bancorporation (El Segundo, 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
- Banc of California (San Diego County, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- Insight Global (Irvine, CA)
- …service, integrity, and continuous improvement. Duties & Responsibilities: Monitor and manage bank account balances and optimize investment options. Review bank ... ACH transactions, including review, initiation, and fraud deterrent practices. Execute non- bank platform electronic payments (ACH, credit cards). Print checks for… more
- BMO Financial Group (San Francisco, CA)
- Bank of Montreal's Technology & Innovation Banking Group provides high growth technology companies with a host of strategic, innovative and customized financial ... a 1-2 year sales plan to significantly expand the Bank 's market share and revenue base in the upper...opportunities. This will include Venture Capital, Growth Equity and Private Equity firms, Accelerators & Incubators, financial professionals &… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...+ Assists and supports Branch Banking, Business Banking & Private Banking, Call Center and Loan Servicing teams with… more
- HSBC (San Francisco, CA)
- …needs. You will serve as a key client-facing member of the US Private Banking team, partnering with Relationship Managers and Investment Counsellors to provide ... facing team and a core component of the US Private Banking value proposition, and will meet daily with...with others toward shared wins, and embody a 'one bank ' mentality + Always improving. The Senior Wealth Planner… more
- JPMorgan Chase (Los Angeles, CA)
- …Development, where you will play a key role in driving our focus on private capital markets. This is your opportunity to execute strategic initiatives, build key ... our national practice for assigned industry sectors. You will work with private business owners, providing strategic advice on growth and ownership transition, while… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...OFAC requirements. + Experience with alternative investment, such as private equity and venture capital. + Strong understanding and… more