- Citigroup (San Francisco, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citizens (San Diego, CA)
- …high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California. From bespoke ... and execution of experiences that engage customers, prospects, colleagues, and senior leaders-bringing our brand to life in meaningful and memorable ways.… more
- Citigroup (San Francisco, CA)
- …the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results ... The Wealth Group Executive is accountable for management of...communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable… more
- City National Bank (Los Angeles, CA)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… more
- JPMorgan Chase (Valencia, CA)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... gaining referrals to increase primary bank share. As a Senior Deepening banker , you will provide a high-touch experience by building relationships and… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... engagement. Position Overview Reporting to the Special Assets Manager, the Senior Special Assets C&I Underwriter is responsible for underwriting and managing… more
- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic...of operating guidelines and policies to ensure alignment between Bank policies and the business / market requirements. +… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... **Technology Investment Banking** The Associate Director will work with senior bankers across a variety of different transaction types...the fastest growing and most dynamic groups within the Bank , so the Associate Director can expect to have… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... drive ambition for every future! **Overview** : The Associate will work with senior bankers across a variety of different transaction types and advisory assignments:… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... and services relevant to the financing and strategic development needs of the bank 's clients. Be part of an innovative, Global Capital Markets and Investment Banking… more