- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more
- JPMorgan Chase (San Francisco, CA)
- …plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and ... * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner with… more
- CIBC (San Francisco, CA)
- …Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment, Trust , Tax, Operations, Legal, Compliance, ... Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services.… 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
- Robert Half Finance & Accounting (Mountain View, CA)
- … wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination. + ... impact in clients' lives. The firm is built on a foundation of trust , simplicity, and excellence. Advisors work closely with clients to deliver holistic financial… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Financial Advisors. The Branch Complex Senior Manager will build trust and relationships with the entire branch structure including...management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering… more
- JPMorgan Chase (San Diego, CA)
- …and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations ... nurture and develop high-net-worth client relationships by earning their trust , comprehensively understanding their unique aspirations, and offering bespoke… more
- Citigroup (Beverly Hills, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more