• JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, trust and ... estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization. +… more
    JPMorgan Chase (08/28/25)
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  • Investment Consultant

    City National Bank (Los Angeles, CA)
    …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
    City National Bank (08/24/25)
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  • Estate Officer - Fiduciary Specialist

    Wells Fargo (Irvine, CA)
    …activity.​ **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
    Wells Fargo (08/22/25)
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  • Citi Private Bank - Private Banker

    Citigroup (Beverly Hills, CA)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (08/13/25)
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  • Business Transition & Advisory Strategist

    BMO Financial Group (CA)
    …Planning in BMO for a dedicated resource team to work with HNW/ UHNW clients/prospects for transition events. Educate business owners about transition and personal ... planning opportunities. + Engage with business owners to develop, identify and distinguish between their personal goals and financial needs + Empower business owners and families to navigate the transition process and make complex business and personal wealth… more
    BMO Financial Group (08/01/25)
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  • Citi Wealth at Work / Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree,… more
    Citigroup (07/15/25)
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  • Citi Wealth at Work - Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (07/08/25)
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