- Citigroup (Beverly Hills, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. +...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- BMO Financial Group (Palo Alto, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to...Bilingual Spanish/English MUST. * Ability to work with very senior level partners and clients. * Excellent communication skills,… more
- CH Robinson (Los Angeles, CA)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... operations. + Track and report compliance program performance and enhancements to senior leadership. + Mentor team members on US export and sanctions compliance… more
- Fifth Third Bank, NA (El Segundo, CA)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Citigroup (San Francisco, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Carrington (Anaheim, CA)
- …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more
- JPMorgan Chase (Los Angeles, CA)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more