- JPMorgan Chase (San Jose, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Wells Fargo (Encinitas, CA)
- **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 more about ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- City National Bank (Los Angeles, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... their clients' credit needs with an elevated level of client service and credit acumen to address their needs...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- City National Bank (Los Angeles, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... their clients' credit needs with an elevated level of client service and credit acumen to address their needs...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- City National Bank (Los Angeles, CA)
- … client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services ... team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s)....their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- City National Bank (Los Angeles, CA)
- …Servicing unit responsible for all loan boarding and servicing activities of the Bank such SBA boarding and 1502 reporting, Private Banking and Entertainment. ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- City National Bank (San Francisco, CA)
- …and * competitive positioning. * Interface with executive and senior level management within the Bank as well as private * bankers, team leaders on trust * and ... Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more
- TD Bank (San Francisco, CA)
- …Financial Sponsors Group (FSG) provides dedicated coverage to a broad range of North American and Global private equity, infrastructure, pension and sovereign ... and helps execute on transactions of large and mid-cap private equity clients. **JOB DESCRIPTION / RESPONSIBILITIES:** + Develops...and adheres to the policies and guidelines of the Bank . + Maintains confidentiality of client information.… more
- City National Bank (Los Angeles, CA)
- …into the consumer, business banking, commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates ... and complete full loan transactions and assists in overall client onboarding. * Ability to collaborate across all internal...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… more