• Citi Wealth at Work - Law Firm Group…

    Citigroup (Palo Alto, CA)
    …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (04/17/25)
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  • Citi Wealth at Work - Investment…

    Citigroup (San Francisco, CA)
    …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… more
    Citigroup (03/16/25)
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  • Wealth - Art Advisor Sr. Lead

    Citigroup (Beverly Hills, CA)
    **Position Overview:** Citi Private Bank's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized ... acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a... + Advise clients regarding their art acquisitions and sales to maximize quality and value + Act as… more
    Citigroup (04/16/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    … Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, ... Wealth Platform and solutions which includes Private Banking Loans, Deposits and Assets under Management...CIBC brand. **Who you are** + A highly dynamic sales professional with a successful track record of business… more
    CIBC (04/04/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, 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
    Citigroup (05/14/25)
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  • Citi Private Bank - Director,…

    Citigroup (Beverly Hills, 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
    Citigroup (05/14/25)
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  • US Private Bank - Private Banker…

    JPMorgan Chase (Westlake Village, CA)
    …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
    JPMorgan Chase (06/06/25)
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  • Private Client Advisor II

    Bank of America (San Diego, CA)
    …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II San Diego, California **Job...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
    Bank of America (06/07/25)
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  • Private Client Advisor II

    Bank of America (San Jose, CA)
    …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II San Jose, California **Job...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
    Bank of America (03/12/25)
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  • Sr Private Bank Relationship Manager

    Umpqua Bank (Newport Beach, CA)
    Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. + Intermediate… more
    Umpqua Bank (04/19/25)
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