- JPMorgan Chase (Los Angeles, CA)
- …level. As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash ... their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are...on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs… more
- JPMorgan Chase (San Francisco, CA)
- …your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... **The Role will be responsible for:** + Provide basic client information management + Prepare and review...and review prospect/banking products pitches + Validate source of wealth of clients + Periodic updating of client… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... 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)
- …at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... 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… 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...on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs… 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 ... work) will be discussed at the time of your interview._ **How you'll succeed** ** Client Relationship Management & Service Delivery** + Serve as the primary… more
- Nuveen Investments (San Francisco, CA)
- …Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing ... Skills Adaptability, Asset Class Expertise, Business Development, Capital Markets, Client Relationship Management , Consultative Communication, Detail-Oriented, Financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in my network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated ... entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex client needs… more
- Citigroup (Rolling Hills Estates, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more