- 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, ... the team is responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales focus includes: + Supporting existing… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more
- Zions Bancorporation (San Diego, CA)
- …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 banking ... Associates at California Bank & Trust work in a relationship-centered culture where they...Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank… more
- City National Bank (San Francisco, CA)
- …Banking and Wealth Management team, and responsibilities will span across all Wealth businesses - City National Securities, Trust , CNB Wealth Management ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT...including business development, marketing, client experience, go-to-market strategies, building sales and marketing systems and client relationships. *Additional Qualifications*… more
- HSBC (San Francisco, CA)
- …processes, and ability to navigate complex organizations are also critical to success + Sales Mindset. The Senior Wealth Planner will drive new revenue by ... This individual will look for opportunities to introduce product specialists for cross- sales opportunities + Thought Leader. The Senior Wealth Planner is… 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...of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials… more
- Bank of America (San Mateo, CA)
- …Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs **Skills:** + Account ... Wealth Management Specialist - NPD (FP) San Mateo,...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more