- JPMorgan Chase (San Francisco, CA)
- …Responsibilities** + Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and build ... The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the...business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts +… more
- Citigroup (Beverly Hills, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- JPMorgan Chase (Los Angeles, 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 ... their balance sheet and re-introduce the capabilities of the Private Bank . National Client Fund Bankers are...measures **Required Qualifications, Capabilities, Skills** + 1-2+ years of work experience in Private Banking or Financial… more
- CIBC (Newport Beach, CA)
- …Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family ... We're building a relationship-oriented bank for the modern world. We need talented,...new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which includes… more
- Comerica (Costa Mesa, CA)
- …regional loans submitted to loan committee. Responsibilities Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and ... and execution of business unit strategy working closely with Regional and National Private Wealth leaders. Effectively lead and manage the team. Provide… more
- US Bank (Los Angeles, CA)
- …what you excel at-all from Day One. **Job Description** **Chief Administrative Officer, Private Wealth Management** This position will be responsible for driving ... strategic initiatives that cut across Private Wealth Management and supporting the management...typically spend three days a week at a US Bank location, while having flexibility on their work… more
- US Bank (Torrance, CA)
- At US Bank , we're on a journey to do our best....work experience + Ten or more years of private wealth management experience in the financial services ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and new business development skills + Advanced knowledge of Private Wealth Management products and services +… more
- JPMorgan Chase (Los Angeles, CA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- City National Bank (Irvine, CA)
- …Reinvestment Act (CRA) and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary… more
- Bank of America (Los Angeles, CA)
- …and regulatory matters that could impact the Retail, Preferred, Merrill and Private Bank lines of business. Key responsibilities include reviewing legal ... Analyzes legal issues and implications on consumer banking and wealth management products, services, and regulatory matters + Communicates... of America premises and to provide a safe work environment. Bank of America is committed… more