- Citigroup (Beverly Hills, CA)
- **Position Overview:** Citi Private Bank 's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized ... and regulatory requirements in keeping with the policies of the Citi Private Bank Balance understanding of art market with requirements of financial institution… 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
- Citigroup (San Francisco, CA)
- …within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership ... the markets to internal and external clients, incorporating the views of The Private Bank 's Investment Committee. + Prepare investment policy statements for… more
- Citigroup (San Francisco, 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
- Citigroup (San Francisco, CA)
- …record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting + Extensive and proven ... continuum. The client base ranges from the growing number of sophisticated private clients with an institutional profile and wallet ("Institutional Wealth") to… more
- JPMorgan Chase (San Francisco, CA)
- …for the firm's portfolio company coverage strategy, while actively engaging with Private Bank , Credit, and Investment Banking product sets. **Job ... drive outcomes for the firm's portfolio company coverage strategy, engaging with Private Bank , Credit and Investment Banking product sets. + Work closely with… 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
- City National Bank (Irvine, CA)
- …the Investment Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation ... among clients and internal team that creates a superior client experience. Position the Private Banker as the credit and deposit lead. * Effectively participate… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is… more
- City National Bank (Los Angeles, CA)
- …the Investment Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation ... team that creates a superior client experience. Position the Private Banker as the credit and deposit...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more