- JPMorgan Chase (Walnut Creek, CA)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...of 5 years' experience in a Business Banking Relationship Management role or related business lending experience… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... market activity, including outstanding critical findings, for daily interaction with CEG, Lending , and Credit management . Perform comprehensive reviews of field… more
- Citigroup (San Francisco, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- City National Bank (Irvine, CA)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team apart.… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... for increasing the Bank's profitability by cultivating and developing lending relationships. Position CompetenciesSuccessful incumbents are customer focused, have… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree with 2+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive ... Bay Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree with 6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and ... ultra-high-net-worth clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …degree required + 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries + Exceptional interpersonal ... financial solutions to ultra-high-net-worth individuals and families, including investment management , estate and tax planning, lending strategies, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries. + Strong ... individuals and families, offering a full suite of solutions including investment management , estate and tax planning, lending strategies, and family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …6-8 years of experience in client-facing roles, preferably within family offices, wealth management , or related industries. + Strong interpersonal and ... and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and bespoke… more