- Citigroup (San Francisco, 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 ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Zions Bancorporation (Irvine, CA)
- …supported by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail ... the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers… more
- US Bank (Patterson, CA)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment ... and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the...for facilitating the delivery of strategies and capabilities including portfolio management , trust administration, investment … more
- Zions Bancorporation (Palm Desert, CA)
- …+ Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor, your role will be ... for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers… more
- JPMorgan Chase (Seal Beach, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...will be done with a consistent focus on relationship management , not portfolio management +… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia **Req ID:**… more
- HSBC (San Francisco, CA)
- …market developments, and of external regulatory framework relevant to wealth management In compliance with applicable laws, HSBC ... Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- HSBC (San Francisco, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- Neuberger Berman (San Francisco, CA)
- …and 66 required. + Industry experience: Minimum of 10 years within the wealth management industry. + Demonstrated experience handling complex financial planning. ... Advisor Team with over $1.5bn in assets under management . The Wealth Advisor Associate will serve...the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as… more
- City National Bank (Irvine, CA)
- …region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and ... portfolio and market analyses using a variety of investment and financial markets database tools. * Assist Private...IM&T Administrative group on the front-end on-boarding of new investment management and trust accounts. * Aid… more