- JPMorgan Chase (San Diego County, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...+ An Insurance Specialist for certain clients + A Trust Officer in instances where we deliver… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To...Risk Management + Business Development + Client Management + Wealth Planning + Customer and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior- Trust - Officer \_25030335-2) **Job Description:** At Bank of America,… more
- Bank of America (Los Angeles, CA)
- …Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + Experience working with ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia;...of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal… more
- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management . * Has the ability analyze client needs, identify ... *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors...with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …(TVHC) is looking for a dynamic, strategic, and outcomes-driven Chief Human Resources Officer (CHRO) to help lead our next phase of growth and transformation. This ... extends beyond base salary, designed to support the health, wealth , and career development of our employees. What You...that advance organizational goals + The ability to build trust and alignment across leadership and frontline teams +… more
- Comerica (Palo Alto, CA)
- …paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- PNC (Los Angeles, CA)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration ... for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and oversight for our Women's Health department. Reporting directly to the Chief Medical Officer (CMO), the AMD will play a key role in supervising day-to-day care ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more
- Bank of America (Walnut Creek, CA)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... * Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate… more