- Zions Bancorporation (Irvine, CA)
- …Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, ... high-growth western markets. Zions is regularly recognized by _American Banker as_ one of the "Best Banks to Work... Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth… more
- Citigroup (Beverly Hills, 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
- JPMorgan Chase (Walnut Creek, CA)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One ... to increase primary bank share. As a Senior Acquisition banker , you will provide a...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank … more
- JPMorgan Chase (Irvine, 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
- 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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience navigating complex client needs with maturity, ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30%...network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most… more
- Wells Fargo (San Francisco, CA)
- …within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to support ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of … more
- JPMorgan Chase (Los Angeles, CA)
- …industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...between various client segments of the Commercial & Investment Bank , by leveraging JP Morgan's extensive network and resources… 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