- Scotiabank (San Francisco, CA)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... a full range of investment banking, credit and risk management products and services relevant to the financing and...of wholesale products and services offered by the Scotiabank Group . Be part of an innovative, Global Capital Markets… more
- Wells Fargo (Costa Mesa, CA)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to...to over $2.0 billion. The A&D Middle Market Banking group serves middle market companies and institutions with annual… more
- City National Bank (Los Angeles, CA)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This… 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