- Citigroup (Palo Alto, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citizens (Newport Beach, CA)
- Description The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, ... deliver strategic talent acquisition solutions that align with the Private Bank 's growth objectives and market expansion....experience in recruiting, with a focus on financial services, wealth management, or private banking. + Proven… more
- JPMorgan Chase (Los Angeles, CA)
- …confident and motivated to provide a first-class experience to clients within JP Morgan's Private Bank . The JP Morgan Private Advisory team is a ... to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make...maintaining a legacy business over multiple generations. As a Private Business Advisor , you will be responsible… more
- JPMorgan Chase (Whittier, 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 ... exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- Citigroup (Los Angeles, 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...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Citigroup (Palo Alto, 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...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- US Bank (Los Angeles, CA)
- …documents + Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. ... At US Bank , we're on a journey to do our best....you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the… more
- Bank of America (Los Angeles, CA)
- …Space Technologies Commercial Banking Team! The A&D Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 ... financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is… more
- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and...of operating guidelines and policies to ensure alignment between Bank policies and the business / market requirements. +… more