- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service. As… more
- City National Bank (San Francisco, CA)
- …responsibilities will span across all Wealth businesses - City National Securities, Trust , CNB Wealth Management and City National Rochdale. *WHAT WILL ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY...including business development, marketing, client experience, go-to-market strategies, building sales and marketing systems and client relationships. *Additional Qualifications*… more
- Bank of America (San Mateo, CA)
- …with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in ... Wealth Management Specialist - NPD (FP)...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bank of America (Palo Alto, CA)
- …planning services to address their high- and ultra-high net worth clients' trust , estate/ wealth transfer, and financial planning needs. Key responsibilities ... Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and...+ Expand existing client relationships, assist advisors in new sales , and represent the firm in the marketplace. +… more
- Citigroup (San Francisco, CA)
- …of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, ... to middle market family office clients with more traditional wealth and asset management needs ("Core Family...responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales… more
- Zions Bancorporation (San Diego, CA)
- …to join our team of bank partners in the San Diego marketplace. At California Bank & Trust , our Wealth Management Team is supported by a cohesive group of ... for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers… more
- HSBC (San Francisco, CA)
- …+ Minimum of 10 years of experience either in private law practice and/or at a wealth management firm advising high and ultra-high net worth clients on wealth ... navigate complex organizations are also critical to success + Sales Mindset. The Senior Wealth Planner will...Asia, and will work to develop relationships with the Wealth Planning, Trusts, and Relationship Management teams… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- City National Bank (Beverly Hills, CA)
- …team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more