- Citigroup (Costa Mesa, CA)
- …focus on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify ... referrals to new clients/prospects, and coordinate client events + Assist the Banker in... in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect… more
- Citigroup (San Francisco, CA)
- …focus on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify ... referrals to new clients/prospects, and coordinate client events + Assist the Banker in... in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect… 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
- 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 (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...on all aspects of their balance sheet and generate new client acquisition. You will be part… more
- Citizens (Newport Beach, CA)
- Description At Citizens Private Bank , as a Private Banker...Helping to "sell the bank " with net new prospects + Maintain and deepen client ... deposit expert and key service partner for the Business Banker and Relationship Managers' client base. You...Verify client identities in accordance with Citizens Private Bank compliance and regulatory policies and… more
- JPMorgan Chase (Del Mar, CA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… 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
- City National Bank (Los Angeles, CA)
- * Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... operations management meetings. Participates in Private Bank and Consumer Bank Management meetings regularly; represents Client Servicing at Private … more
- Citizens (San Francisco, CA)
- Description As a Private Banker Associate, you will have...+ Partner with Preferred Banker to maintain client relationships and open new accounts. + ... existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative...Wealth Management and Loan products. + Keep up-to-date with new Bank product offerings and services. +… more