- PNC (Walnut Creek, CA)
- …to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose ... for the growth of their book of business through client expansion and new client ... acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication… more
- JPMorgan Chase (Redwood City, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass...wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and… more
- CIBC (Newport Beach, CA)
- …existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which ... Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals,… more
- JPMorgan Chase (Los Angeles, CA)
- … Bank 's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- M&T Bank (Costa Mesa, CA)
- …critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary ... Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers… 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 ...loans, foreign exchange, all types of deposit booked in New York Branch + Collect, retrieve, verify, and update… 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 ...loans, foreign exchange, all types of deposit booked in New York Branch. + Collect, retrieve, verify, and update… more
- JPMorgan Chase (Los Angeles, CA)
- …holistic planning is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients with Wealth Management. As a ... The Private Client experience at JP Morgan...investing, financial advisory at a broker-dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and retirement strategies… 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