- Citigroup (San Francisco, CA)
- …skills. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... firms for over five decades via the Law Firm Group and the Professional Services Group , the...and in line with the sophistication level of the client + Responsible for evaluating client profiles… more
- Citigroup (Woodland Hills, CA)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance … more
- City National Bank (Los Angeles, CA)
- …the front-end on-boarding of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals, risk tolerance and constraints ... strategic and tactical asset allocation shifts or rebalancing to the client . Assists Private Bankers in reviewing asset management and CNS Brokerage statements… more
- City National Bank (Irvine, CA)
- …the front-end on-boarding of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals, risk tolerance and constraints ... strategic and tactical asset allocation shifts or rebalancing to the client . Assists Private Bankers in reviewing asset management and CNS Brokerage statements… more
- Citigroup (Loma Linda, CA)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain… more
- Citigroup (Los Angeles, CA)
- …communication skills **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...account opening efforts as a part of our core client coverage team + Partner with sales teams to… more
- Citigroup (San Francisco, CA)
- …66 required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more
- AON (San Francisco, CA)
- …As an Assistant Vice President, you are the Account Executive leading strategy and client relationships for mid to small Private Equity health solutions clients. ... success + Eight plus years of experience in the group health and benefits industry with a strong working...President, you are the Account Executive leading strategy and client relationships for mid to small Private … more
- JPMorgan Chase (San Francisco, CA)
- The US Private Bank Front Office Legal team is a group of talented, motivated, and collaborative lawyers. As a Private Bank Front Office Legal Attorney - ... Job responsibilities + Providing legal advice and support to the US Private Bank's client -facing teams, including client relationship managers, client … more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more