- Citigroup (Los Angeles, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- JPMorgan Chase (Los Angeles, CA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Citigroup (San Francisco, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships,… 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 ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships,… more
- JPMorgan Chase (San Francisco, CA)
- …advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic advice based on each ... to take your career to the next level. Our Private Bank is a global wealth management...needs and your performance. The Analyst will support the banker team in a variety of relationship management functions,… 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 ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers...benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients ... the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and… more
- City National Bank (Beverly Hills, CA)
- …such as Wealth Management, International Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... policies and procedures and ensure adherence to the Bank 's regulatory requirements. Client Services * Act...Participate in cross-selling activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads… more
- JPMorgan Chase (San Francisco, CA)
- …clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible for a large book ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...your career to the next level. As a National Client Banker , you are responsible for advising… more
- Citigroup (Los Angeles, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more