- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services. + Manage… more
- Wells Fargo (Pasadena, CA)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services ... benefits as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars **Job… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Firm Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike ... to connect! Requirements Qualifications + 3-5+ years of experience in wealth management, preferably with ultra-high-net-worth clients. + Strong communication skills… more
- Cedars-Sinai (Los Angeles, CA)
- …to Cedars-Sinai. Interprets and analyzes detailed biographical and financial/ wealth indicator information on individuals, corporations and foundations. Analyze ... and interpret complex financial disclosure documents for the purposes of wealth assessment, such as IRS information, SEC filings, real property files, financial and… more
- US Bank (Torrance, CA)
- …or equivalent work experience + Ten or more years of private wealth management experience in the financial services industry **Preferred Skills/Experience** + Strong ... sales and new business development skills + Advanced knowledge of Private Wealth Management products and services + Expert knowledge of private banking products… more
- Citigroup (Canyon Country, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Huntington National Bank (Sacramento, CA)
- …to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Duties and Responsibilities: + ... banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance. + Formal credit training… more
- JPMorgan Chase (Irvine, CA)
- …will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless ... and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with… more
- Stanley Black and Decker (Brea, CA)
- …: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university ... Development:** Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online… more
- Stanley Black and Decker (Brea, CA)
- …Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online ... Development:** Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online… more