- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Bank of America (Los Angeles, CA)
- …compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:** + Advisory ... providing legal support and strategic advice to the Global Wealth & Investment Management line of business...Management line of business on high net worth lending products, services, and regulatory matters including securities based… more
- CIBC (Newport Beach, CA)
- …institutions. + You have a minimum 10 years of experience in high-net-worth wealth management or a related asset, lending or deposit growth field. + You have ... demonstrated knowledge of credit, lending , investment strategy, trust administration and wealth management solutions. + You put our clients first. You engage… more
- JPMorgan Chase (Santa Ana, CA)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …individuals and families. This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family ... client relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development, mentorship, and… more
- JPMorgan Chase (San Diego County, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...a focused sales process. + Generate new assets under management through the bank's existing lending relationships… more
- JPMorgan Chase (Palo Alto, CA)
- …will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & estate ... about the various products and platforms (investment, banking and lending ) available to our advisors across JPMWM in order...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more
- Citigroup (San Francisco, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- Citizens (Newport Beach, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Citigroup (Downey, 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 ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more