- Robert Half Finance & Accounting (Mountain View, CA)
- …personalized wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate ... work closely with clients to deliver holistic financial planning, investment management , and strategic guidance tailored to each individual's goals and values.… more
- City National Bank (Beverly Hills, CA)
- …or equivalent * Minimum 4 years experience in client service, banking operations or relationship management support required. * Minimum 4 years experience in a ... Minimum 4 years of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. *Additional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …role sits at the center of that model, bridging operational excellence with white-glove relationship management for some of the most sophisticated clients in the ... approve performance and investment reports for accuracy. Workflow & Relationship Management + Partner closely with client...3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management , financial operations, and family ... Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable...Francisco). + Collaborative, low-ego culture focused on depth of relationship over volume of clients. + Quarterly offsites blending… more
- BMO Financial Group (Los Angeles, CA)
- …key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate ... / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support… more
- Stanley Black and Decker (Los Angeles, CA)
- …and construction software. + Develop and maintain client records in CRM (customer relationship management ) tool + Guide local sales team through targeted jobsite ... they are designed in accordance with current building codes. + Establish relationship with key specifying engineering firms in the territory + Influence designers,… more
- US Bank (West Hollywood, CA)
- …determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities ... determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities … more
- US Bank (Torrance, CA)
- …or equivalent work experience + Ten or more years of private wealth management experience in the financial services industry **Preferred Skills/Experience** ... + Strong relationship management and lending skills + Strong...new business development skills + Advanced knowledge of Private Wealth Management products and services + Expert… more
- Umpqua Bank (Roseville, CA)
- …appropriate products or services including cross market solutions (ie lending, deposits, treasury management , wealth management , etc.). You will leverage the ... of relevant business/commercial banking experience or equivalent., required. + Strong relationship management skills including, but not limitedto:new business… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and… more