- Citigroup (Costa Mesa, CA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (San Francisco, CA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… 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 ... 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
- Citigroup (Costa Mesa, 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 (San Francisco, CA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Citigroup (San Francisco, 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
- 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
- Bank of America (Newport Beach, CA)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual with exceptional interpersonal… more
- Citigroup (Palo Alto, CA)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time ... Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify… more
- Citigroup (Los Angeles, CA)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time ... Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify… more