- City National Bank (Irvine, CA)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team apart.… more
- Citigroup (Los Angeles, 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...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Wellington (San Francisco, CA)
- …have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales , paired with strong ... markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management , our… more
- City National Bank (San Francisco, CA)
- …including internal sales partners to accomplish cross sale expectations in Cash Management , Wealth Management and International products and services in ... and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information...all calling activity in myCNB and provides reports to management in an accurate and timely manner. Must be… more
- Nuveen Investments (San Francisco, CA)
- …include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, ... Management , Fixed Income Investments, Market/Industry Dynamics, Prioritizes Effectively, Sales **Anticipated Posting End Date:** 2025-09-07 Base Pay Range:… more
- Manulife (CA)
- …a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions ... build and protect wealth for 159 years. At a time when trust...Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products!… more
- Truist (San Francisco, CA)
- …serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, Momentum onUp, ... offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective Government Contracting… more
- City National Bank (Los Angeles, CA)
- …This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
- Wells Fargo (Concord, CA)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6… more
- Wells Fargo (San Diego, CA)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6… more