- Citigroup (Beverly Hills, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Citigroup (Los Angeles, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- JPMorgan Chase (Walnut Creek, CA)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One ... Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and ... Together for people. Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth … more
- Citigroup (San Francisco, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Citigroup (San Francisco, CA)
- …which eventually affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Bank of America (Beverly Hills, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional… more
- JPMorgan Chase (San Francisco, CA)
- …motivated to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking ... As a Private Banker in the International Private Bank , you are responsible for advising...plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net… more
- Citigroup (San Francisco, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Downey, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more