- 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...wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth… more
- 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...wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth… more
- Umpqua Bank (Sacramento, CA)
- …Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, ... Private Client Advisor Wealth Management South...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with… more
- JPMorgan Chase (San Francisco, CA)
- …to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest ... can Expect** You will be part of a three-year Private Bank analyst program whereby you will...product offering and managing these important relationships. You will work as part of a team of expert client… more
- Zions Bancorporation (Irvine, CA)
- …Primary focus is retail, commercial and private banking. + Coach, mentor and work closely with wealth advisors. + Make joint client/prospect calls with the ... _American Banker as_ one of the "Best Banks to Work For" and as having a top banking team...Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth… more
- Bank of America (Beverly Hills, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused... of America premises and to provide a safe work environment. Bank of America is committed… more
- Citigroup (San Francisco, CA)
- …Responsible for handling staff management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Citigroup (San Francisco, CA)
- …which eventually affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- JPMorgan Chase (San Francisco, CA)
- …plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals ... a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- JPMorgan Chase (Irvine, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... As a Private Banker in the US Private Bank , you are responsible for advising...Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial… more