- City National Bank (Beverly Hills, CA)
- … such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services. * ... * PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY?...appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business… more
- JPMorgan Chase (Irvine, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... As a Private Banker in the US Private Bank , you are responsible for advising...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- Citigroup (Los Angeles, CA)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Zions Bancorporation (Irvine, CA)
- …Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, ... Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees,...planning, and risk management. The primary goal of a wealth management group is to help clients grow and… more
- Citigroup (Beverly Hills, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- JPMorgan Chase (San Francisco, CA)
- …Responsibilities** + Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and build ... The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the...business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts +… more
- JPMorgan Chase (Los Angeles, CA)
- …for the selection and monitoring of alternative asset managers for the Global Private Bank , and advising clients on allocations to alternative investments . ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion,...and how the alternative platform offering fits the Global Private Bank strategy within a market context… more
- JPMorgan Chase (Irvine, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... level. As a Program Banker Analyst in the US Private Bank , you will work on an...not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help… more
- CIBC (Newport Beach, CA)
- …Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family ... We're building a relationship-oriented bank for the modern world. We need talented,...new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which includes… more
- Comerica (Costa Mesa, CA)
- …regional loans submitted to loan committee. Responsibilities Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and ... business unit strategy working closely with Regional and National Private Wealth leaders. Effectively lead and manage...strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth… more