- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- CIBC (Newport Beach, CA)
- …of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and… more
- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Los Angeles, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted… more
- Insight Global (Sacramento, CA)
- …engineering employees have designed hundreds of miles of overhead transmission and distribution lines for a variety of energy clients. We utilize the latest in ... design software tools to provide a thorough technical line design. Job Summary: The Senior Transmission Line Engineering Manager is responsible for the design of… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- PNC (Los Angeles, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... have the opportunity to gain exposure to a specific line of business, expand the tools you need to...Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with… 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 ... Risk Review Department (CRR), is part of the 3rd line of defense, and as such is independent of...risk management practices performed by the 1st and 2nd lines of defense. CRR's mandate is to independently assess… more
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