- Citigroup (Los Angeles, CA)
- …+ Licenses: FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Part time ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...management & planning services and access to a dedicated Private Banker . We also support firms, and… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... we seek a self-motivated individual who is comfortable developing new business opportunities. Secondarily, manages client relationships,...partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored… more
- Wells Fargo (Hawthorne, CA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Citigroup (Los Angeles, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify ... referrals to new clients/prospects, and coordinate ...or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (San Francisco, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify ... referrals to new clients/prospects, and coordinate ...or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Palo Alto, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify ... referrals to new clients/prospects, and coordinate ...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Private -Wealth- Client -Relationship-Manager\_25020136) **Job Description:** Merrill Wealth Management is… 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. * ... appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and...Participate in cross-selling activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads… more
- JPMorgan Chase (San Francisco, CA)
- …outreach strategies + Leverage COI relationships to enhance outreach efforts and drive new client acquisition + Partner closely with Banking, Credit, Treasury ... tage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker...and Service partners, as well as Asset Management, Private Bank and Investment Bank … more
- Bank of America (Beverly Hills, 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 ... Sources new clients in alignment with the bank 's established risk appetite + Leads the client...a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual… more