- Citigroup (Los Angeles, CA)
- …unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...in key investment and financing products. + Appropriately assess risk when business decisions are made, demonstrating… 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 ... advice to your clients, then a role as a Business Relationship Manager is for you. As a ...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- Wells Fargo (San Francisco, CA)
- …all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to ... monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite… more
- JPMorgan Chase (Irvine, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will...and circumstances of their businesses + Use knowledge of business , finance, banking, credit, and risk management… more
- CIBC (San Francisco, CA)
- …and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In this role, you'll represent CIBC's credit ... We're building a relationship-oriented bank for the modern world. We need talented,...with key partners across the organization to grow the business while maintaining healthy portfolio risk metrics.… more
- BMO Financial Group (Los Angeles, CA)
- This position is a key member of the Bank 's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for ... proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the… more
- Citigroup (Los Angeles, CA)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates… more
- Wells Fargo (San Francisco, CA)
- …+ Strong financial modeling skills + Relevant work experience at an Investment Bank , Venture Capital Firm, Private Equity, or similar capital markets experience ... of pitch and other marketing materials + Represent the bank in developing and maintaining relationships with early stage... identification and escalation, as well as making sound risk decisions commensurate with the business unit's… more
- Citigroup (San Francisco, CA)
- …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...clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating… more
- Citigroup (Downey, CA)
- …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...clients have a positive in-branch experience . Appropriately assess risk when business decisions are made, demonstrating… more