- Wells Fargo (Beverly Hills, CA)
- …economics, or a related field. + Advanced certifications in lending, credit analysis, or private banking . + FINRA registration including Series 7 and 66 (or ... on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust… more
- Columbia Bank (San Jose, CA)
- …This is a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal ... solutions and strategies. + High level of awareness of the banking industry and industry-specific trends. + Demonstrate an in-depth knowledge, understanding,… more
- JPMorgan Chase (San Francisco, CA)
- …firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. **Job ... firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product...Commercial Bank, Private Bank, Credit and Investment Banking product sets. + Work closely with senior leaders… more
- City National Bank (Los Angeles, CA)
- …to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust ... risk assessments required. * Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas… more
- LTD Global (Livermore, CA)
- …unsecured commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… more
- Zions Bancorporation (San Diego, CA)
- …+ Requires High School diploma or equivalent and some experience in private /executive banking , including regular client contact, or other directly related ... serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.… more
- Citigroup (Los Angeles, CA)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- KeyBank (CA)
- …management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. Possesses sufficient product ... knowledge to educate the client on Key's capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners. Structures and leads credit and non-credit product delivery while demonstrating sound… more
- US Bank (Los Angeles, CA)
- …management and compliance training. + **Collaboration & Coordination** + Work closely with Private Wealth team, Banking , Trust, and Investment teams to align ... and discover what you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for account opening… more
- Walmart (San Bruno, CA)
- …opportunities, and build consensus. + Develop and manage relationships with investment banking , private equity, and venture capital investors in retail, digital ... and execution. **What You'll Bring** + Experience in corporate development, investment banking , private equity, or a related field, with a strong track record in… more