- Citigroup (San Francisco, CA)
- …Commitment to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services ... of market developments and offering support and guidance. Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal… more
- Banc of California (Los Angeles, CA)
- …goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage product price ... as market interest rates change (while optimizing deposit margin for the bank ). + **Deepen Client Relationships/Profitability:** For existing clients, completes… more
- MUFG (Menlo Park, CA)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation,...selected colleague will work at an MUFG office or client sites four days per week and work remotely… more
- BMO Financial Group (Los Angeles, CA)
- …level; develops action plans to resolve gaps. + Manages the preparation of new lending proposals or presentations to clients/prospects. + Ensures new business ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with… more
- Citigroup (San Francisco, CA)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between...messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.… more
- BMO Financial Group (Los Angeles, CA)
- …the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned ... portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the...enhance the overall experience. + Oversees the preparation of new business proposals or presentations to clients / prospects… more
- MUFG (San Francisco, CA)
- …highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, ... highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs,… more
- Banc of California (Santa Ana, CA)
- …negotiator with prospects & clients. + Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- BMO Financial Group (Walnut Creek, CA)
- …partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients ... overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue… more
- PNC (San Francisco, CA)
- …to contribute to the company's success. As a Relationship Strategist II within PNC's Private Bank organization, you will be based in San Francisco Bay area ... Helps grow a book of business through support of client expansion and new client ...acquisition. Helps develop and execute strategies for proactively sourcing new relationships for the bank . Serves as… more