- City National Bank (San Diego County, CA)
- …select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team ... and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements… more
- Citizens (Menlo Park, CA)
- Description As a Private Banker Associate, you will have the opportunity...deposit side, but with a small focus on the Trust , Wealth Management and Loan ... products. + Keep up-to-date with new Bank product offerings and services. + Maintain the marketing and brochure supply for Preferred Bankers. + Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related… more
- Robert Half Legal (San Francisco, CA)
- …charitable remainder trusts and other complex estate planning instruments. * Familiarity with private wealth management and tax matters related to trusts ... wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the...* Adept at working collaboratively with financial advisors and wealth management teams. * Capable of addressing… more
- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... who thrives in fast-paced legal and transactional environments-particularly within M&A, Private Equity, Restructuring, and Litigation-and who can meet the high… more
- Zions Bancorporation (San Diego, CA)
- …new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch ... Associates at California Bank & Trust work in a relationship-centered culture where they...loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private … more
- City National Bank (Los Angeles, CA)
- …the management of major programs across the bank. This role will directly support the Private Banking & Wealth Management line of business. It is not a ... services and/or technology industry experience. *Additional Qualifications* * Experience supporting the Private Banking & Wealth Management line of business… more
- CIBC (San Francisco, CA)
- …local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account ... Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment, Trust , Tax, Operations, Legal, Compliance,… more
- CIBC (San Francisco, CA)
- …Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in ... Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting,… more
- Charles Schwab (San Francisco, CA)
- …designation preferred. + 5 + years of financial services industry experience + Relationship management experience in the private wealth and/or investment ... Charitable Consulting is responsible for long-term sustainable growth, relationship management , a premium client experience and providing timely, relevant charitable… more
- Manulife (CA)
- …individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of ... of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping...Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. + Maintain and build client relationships… more