- JPMorgan Chase (Eureka, 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
- 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. * ... policies and procedures and ensure adherence to the Bank 's regulatory requirements. Client Services * Act...Participate in cross-selling activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads… 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 ... client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- City National Bank (Los Angeles, CA)
- …Support in the identification, sourcing, analyzing, preparing and presenting CRA Qualified Private Equity investment opportunities to the bank 's CRA Equity ... THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation in SBIC, LIHTC and other ...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… 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, ... client segment. * Good understanding of all the bank 's products and service and the overall sales process...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's… 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
- 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 ... & UDAAP Washington, District of Columbia;Atlanta, Georgia; Jacksonville, Florida; Charlotte, North Carolina; Dallas, Texas; Providence, Rhode Island; New York, New… more
- City National Bank (City Of Industry, CA)
- … client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services ... THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects...products and services in addition to Commercial, Core and Private Banking core products (ie, deposits and loans). *… more
- City National Bank (Los Angeles, CA)
- …service support for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* ... Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client ...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 ... Provides ongoing operational support to Personal & Business Banking, Entertainment, Private and Commercial Banking Services. Functions as liaison with Information… more