- KeyBank (Newport Beach, CA)
- … Senior Relationship Manager, IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- Umpqua Bank (Sacramento, CA)
- …team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... Senior Wealth Advisor Wealth Management Irvine,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- JPMorgan Chase (Temecula, CA)
- As a Senior Home Lending Advisor , you take your clients on a first-class journey to home ownership and deliver strong sales results. **Job Profile:** Join our ... fun, high-energy team as a Senior Home Lending Advisor in Chase Home...and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete...of contact for all new investment management opportunities. * Relationship Management * Take a lead role in managing… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- M&T Bank (Los Angeles, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the relationship on… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …About the Role A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on ... life includes overall well-being and balance. Key Responsibilities Client Relationship Management + Serve as the primary advisor... Relationship Management + Serve as the primary advisor for a portfolio of high-net-worth clients. + Maintain… more