- HSBC (Cupertino, CA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Cupertino, CA, US, 95014 Work style: Office Worker Date: 13 Dec ... our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the… more
- Banc of California (Visalia, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Citigroup (San Francisco, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive… more
- Banc of California (Santa Monica, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Customer Relationship Officers are primarily responsible for processing transactions accurately,… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... Wealth Relationship Manager Brand: HSBC Area of Interest: Asset...of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio… more
- HSBC (Beverly Hills, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and… more
- JPMorgan Chase (Montebello, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- MUFG (Los Angeles, CA)
- …recruitment team will provide more details. **Job Summary** **:** As a Relationship Manager ("RM"), the individual is responsible for managing business development ... management and financial matters. + Serve as first contact officer for clients for matters relating to all banking...criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer… more