- JPMorgan Chase (San Francisco, CA)
- …**Required Qualifications, Capabilities, Skills** + Three plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects… more
- Citigroup (Palo Alto, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Bank of America (Beverly Hills, CA)
- …obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial ... Private Client Advisor II Beverly Hills, California **To...advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption… more
- Enverus (San Francisco, CA)
- …We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way ... energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy. The energy industry is changing… more
- Citigroup (San Francisco, CA)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- BMO Financial Group (CA)
- …Bank policy. + Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. + Collaborates ... monitoring). + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Prepares new business proposals or… more
- Columbia Bank (Irvine, CA)
- …level professionals. + Proven business development, relationship and portfolio management, private banking , and wealth management skills. + Intermediate estate ... 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 (Irvine, CA)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (Los Angeles, CA)
- …experience in Mergers and Acquisitions or related fields including Legal, Investment Banking , Private Capital, Family Office, Valuation or Asset Management + ... provide a first-class experience to clients within JP Morgan's Private Bank. The JP Morgan Private Advisory...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling. Use data from a wide range of sources to analyze key themes and identify possible impacts… more