- Bank of America (San Francisco, CA)
- …net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping...makes you thrive at every stage of your career. Try new things, learn new skills and discover what ... 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
- BMO Financial Group (Los Angeles, CA)
- …the credit quality of the assigned portfolios are maintained within the Bank 's risk tolerance, policies & procedures, and meet financing guidelines. Supports credit ... as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. + Acts as… more
- JPMorgan Chase (San Francisco, CA)
- …with our clients generally consists of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who initially ... in wealth management and engage with other advisors on client engagement efforts. Your new business generation...to you through a focused sales process. + Generate new assets under management through the bank 's… more
- City National Bank (Los Angeles, CA)
- …strategies within the group/team you support. Manages the sales process including new client acquisition, referrals, cross sell, and retention efforts. ... activities as a representative of CNB, promoting and attracting new colleagues and clients for the bank ....and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping...makes you thrive at every stage of your career. Try new things, learn new skills and discover what ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- City National Bank (Los Angeles, CA)
- …and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal...and accounting and control environment in which City National Bank operates. * Keeps informed of new … more
- Bank of America (Los Angeles, CA)
- …and regulatory matters that could impact the Retail, Preferred, Merrill and Private Bank lines of business. Key responsibilities include reviewing legal ... Georgia; Jacksonville, Florida; Charlotte, North Carolina; Dallas, Texas; Providence, Rhode Island; New York, New York; Los Angeles, California; Pennington, … more
- City National Bank (San Francisco, CA)
- *BUSINESS DEVELOPMENT OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects ... and provides information about Bank products and services that can enhance prospect's financial...and closes relationships with prospects to increase the overall new business acquisition by office or region. * Achieves… more
- US Bank (Sacramento, CA)
- At US Bank , we're on a journey to do our best. Helping...makes you thrive at every stage of your career. Try new things, learn new skills and discover what ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or… more