- Citigroup (Palo Alto, CA)
- …120 days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (Fountain Valley, CA)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/university degree; Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... wealth and asset management needs ("Core Family Office"). The Group 's primary role is to support new client...Proven track record in driving incremental revenue and new client acquisition strategies in a private bank… more
- Citigroup (Beverly Hills, CA)
- …& Modern) **Location:** Los Angeles, CA or New York, NY (Hybrid) **Job Family Group :** Private Client Product Services **Job Family:** IF Art Advisory ... **Position Overview:** Citi Private Bank's Art Advisory team has been a...significant business results. Ability to provide authoritative advice regarding client acquisitions or deaccessions. Necessitates a degree of responsibility… more
- Citigroup (San Francisco, CA)
- …and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses + Group 1 Insurance License + This position requires the… more
- Citigroup (San Francisco, CA)
- …and procedures **Education:** . Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses . Group 1 Insurance License . This position requires the… more
- JPMorgan Chase (San Jose, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... for a select group of Chase's affluent clients as well as other...sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be… more
- Citigroup (San Francisco, CA)
- …the S7) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Product Services **Job Family:** ... a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking… more
- BMO Financial Group (Los Angeles, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...new initiatives, based on an in-depth understanding of the business/ group . + Acts as a subject matter expert on… more
- Citigroup (San Francisco, CA)
- …(or equivalent experience) + Licenses; Series 7, 66 (or 63/65) preferred **Job Family Group :** Private Client Product Services **Job Family:** IF Commercial ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our Lending Advisors partner with Citi… more