- Comerica (San Mateo, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center.… more
- Citigroup (Canyon Country, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills + Expertise… more
- Huntington National Bank (Sacramento, CA)
- …banking services including Treasury Management , Capital Markets, International Banking, Wealth Management , Private Banking, and Insurance. + Formal credit ... selling and introductions to appropriate bank partners in treasury management , capital markets, insurance, wealth and private...years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on ... for a Client Service Associate who thrives in a relationship -driven environment and is passionate about helping clients achieve...+ Bachelor's degree and 2+ years in client service ( wealth management preferred) + Experience with broker-dealer… more
- Citigroup (Beverly Hills, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (Los Angeles, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- City National Bank (City Of Industry, CA)
- …by including internal sales partners to accomplish cross sale expectations in Cash Management , Wealth Management and International products and services in ... Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business...all calling activity in myCNB and provides reports to management in an accurate and timely manner. Must be… more
- House of Blues (Beverly Hills, CA)
- …has never been a better time to join Live Nation. WHO ARE YOU? A relationship driven individual who is passionate about live music and the future of marketing. You ... motivate a team to deliver. You are an excellent communicator and relationship builder and develop and maintain strong professional relationships with both internal… more
- Bank of America (Chico, CA)
- …of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice ... advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship … more
- University of Southern California (Los Angeles, CA)
- …The USC Alumni Association is seeking a thoughtful, strategic, and relationship -drivenDirector, USC Latino Alumni Association (LAA)to lead one of the university's ... efforts to support current-use scholarships and grow the organization's endowment; management of the LAA Board and Corporate Advisory Board; and supervision… more