- 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 ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** **Primary Location:** Palo… more
- JPMorgan Chase (Irvine, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving 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 constantly… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and...ongoing growth and development of PB and City National Bank . * May partner with another CA and manage… more
- Citizens (Los Angeles, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... clients that results in long-term client loyalty. As a Private Banker Associate, you will have the...in business development calls with Business Bankers/Relationship Managers and/or Private Bankers. + Acquire knowledge of existing Bank… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...Up to three years of experience in Wealth Management private banking or financial services - Series 6-63 or… more
- BMO Financial Group (CA)
- …and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Maintains detailed knowledge and understanding of the integrated ... private banking services and offerings and lending procedures. +...non-credit, and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client… more
- Wells Fargo (San Mateo, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- JPMorgan Chase (Brea, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more