- Citigroup (Downey, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- JPMorgan Chase (San Rafael, CA)
- …thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture ... devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required qualifications, capabilities, and skills** + 1+ year of… more
- Wells Fargo (Oakland, CA)
- …focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- City National Bank (Los Angeles, CA)
- …assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company. WHAT WILL YOU DO? * Acts as a ... liaison with SEI Private Trust Company; resolves problems and discrepancies related to...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more
- City National Bank (Beverly Hills, CA)
- …such as Wealth Management, International Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... Participate in cross-selling activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads from existing clients to the … more
- JPMorgan Chase (Walnut Creek, CA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker ,...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- Mizuho Corporate Bank (San Francisco, CA)
- …capabilities + Draft client pitches and marketing materials including M&A, syndicated bank financing, public/ private debt & equity capital markets, and other ... years corporate finance and capital markets experience with a top tier global bank + Knowledge of corporate finance, securities, financial markets and risk & pricing… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Private -Wealth-Client-Relationship-Manager\_25020136) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (Los Angeles, CA)
- …Support in the identification, sourcing, analyzing, preparing and presenting CRA Qualified Private Equity investment opportunities to the bank 's CRA Equity ... * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation in SBIC, LIHTC and other private funds.… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San Diego, ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and… more