- JPMorgan Chase (Los Angeles, CA)
- …primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private ... role is central to this, working collaboratively with an integrated client service team to provide clients...successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning… more
- City National Bank (Beverly Hills, CA)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- Citigroup (San Francisco, CA)
- …partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of ... banker and regional engagement and will represent the segment for Citi Wealth as an external marketing ambassador. Internally, the role will be a key conduit… more
- Umpqua Bank (Sacramento, CA)
- …as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Bank of America (Walnut Creek, CA)
- …those strategies with clients' Advisors where appropriate. **Responsibilities:** + Leads the wealth planning engagement process with clients from start to finish ... Wealth Strategies Advisor Palo Alto, California;San Jose, California;...planning solutions based on these analyses + Develops holistic, integrated planning strategies for clients with a focus on… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Bank of America (Newport Beach, CA)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Bank of America (San Jose, CA)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- City National Bank (Irvine, CA)
- …customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a ... colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… more
- Jabil (Benicia, CA)
- …management, and material flow. This individual will lead and develop an integrated team of buyers, planners, and warehouse staff while owning the end-to-end ... factory operations. ESSENTIAL DUTIES AND RESPONSIBILITIES LEADERSHIP RESPONSIBILITIES On-Site Client Representation + Serve as the primary on-site interface between… more