- Citigroup (Beverly Hills, CA)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- S&P Global (San Francisco, CA)
- …**The Team:** The Sales Representative will be a member of the iLEVEL Private Market sales team within S&P Global's Market Intelligence division. In this role ... range of companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative will be responsible for driving new… more
- JPMorgan Chase (San Francisco, CA)
- …clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...your career to the next level. As a National Client Banker, you are responsible for advising families on… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that… more
- CIBC (San Francisco, CA)
- …awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account data on ... (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary...network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most… more
- Nuveen Investments (San Francisco, CA)
- …Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...Nuveen is a global investment leader, managing public and private assets for clients around the world and on… more
- Citigroup (Rolling Hills Estates, CA)
- …required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- US Bank (Los Angeles, CA)
- …what you excel at-all from Day One. **Job Description** **Chief Administrative Officer, Private Wealth Management** This position will be responsible for driving ... strategic initiatives that cut across Private Wealth Management and supporting the management...initiatives for both businesses + Continuous improvement program + Client satisfaction metrics and measures + Management reporting +… more