- JPMorgan Chase (San Francisco, CA)
- …client base + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the Bay Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family ... assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute...with 2+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …maps, and portfolio reports. + Provide holistic financial advice covering investment management , estate planning, tax strategies, and philanthropic planning. ... investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Ensure compliance with fiduciary… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with ... is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo… more
- CIBC (San Francisco, CA)
- …offices. Your role is critical in delivering consolidated reporting, document management , expense management solutions , and comprehensive administrative ... Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment , Trust, Tax, Operations, Legal, Compliance,… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... solutions to Ultra High Net Worth individuals and families...will be responsible for:** + Provide basic client information management + Prepare and review prospect/banking products pitches +… more
- JPMorgan Chase (Irvine, CA)
- …and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations ... their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the… 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 ... solution. + Make recommendations to customers about which lending solutions would best meet the customers' financial and personal...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Wells Fargo (San Diego, CA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals… more
- Wells Fargo (San Diego, CA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals… more