- Citigroup (Los Angeles, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Bank of America (Beverly Hills, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- City National Bank (Beverly Hills, CA)
- …area within the Bank such as Wealth Management , International, Treasury Management , or to a Private Banker. Maintain complete knowledge of all bank ... Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of… more
- Citizens (Newport Beach, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key ... to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on...intimately focusing on each client's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship … more
- LTD Global (Livermore, CA)
- …personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship -based service, local decision-making, ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- JPMorgan Chase (Upland, CA)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending… more
- JPMorgan Chase (Irvine, CA)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit… more
- PNC (Los Angeles, CA)
- …sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset Management (IAM** **):** PNC… more
- Wells Fargo (Beverly Hills, CA)
- …products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About ... of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help… more
- Citigroup (Beverly Hills, CA)
- …**Collaborate closely with internal and external product, operations, compliance, and relationship management teams to deliver seamless end-to-end execution of ... opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of… more