- JPMorgan Chase (San Francisco, CA)
- …+ Serve as the primary day-to-day client point of contact and lead banker on private capital market deals. + Review and coordinate the analytic work ... skilled and experienced Investment Banking Vice President to join our dynamic Private Capital Markets team, offering an exceptional opportunity to contribute to… more
- CIBC (San Francisco, CA)
- …local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account ... We're building a relationship-oriented bank for the modern world. We need talented,...(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank 's relationship management efforts by processing a variety of ... client 's financial transactions, ensuring accurate documentation, maintaining ...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank 's relationship management efforts by ... processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining ...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience navigating complex client needs with maturity, ... supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, … more
- City National Bank (Irvine, CA)
- …Wealth Management policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... 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
- LTD Global (Livermore, CA)
- … sites as needed for account setup, transactions, or maintenance + Assist with client and bank -sponsored events as required + Escalate client concerns ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...at-all from Day One. **Job Description** **Chief Administrative Officer, Private Wealth Management** This position will be responsible for… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... the business that describe how to improve their revenue, profitability, or client satisfaction through enabling technology. * Identify KPI's and produce insightful… more