- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...in line with the fundamental interests of the Citi Private Bank. + Help team members acquire… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- Citigroup (Irvine, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize...strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize...adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- City National Bank (Irvine, CA)
- …customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- CIBC (San Francisco, CA)
- …we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex credit… more
- Citigroup (Los Angeles, CA)
- …that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish ... 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
- Citigroup (Beverly Hills, CA)
- …that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish ... 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
- Citigroup (San Francisco, CA)
- …staff management issues, including resource management and allocation of work within the team /project.The Private Bank at Citi (CPB) is part of the Institutional ... relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (San Francisco, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the...relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of… more