- CIBC (San Francisco, CA)
- …will be discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for ... We're building a relationship -oriented bank for the modern world. We need...your ambitions, so you are empowered at work. Our team members have what they need to make a… more
- Bank of America (Beverly Hills, CA)
- …action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled ...+ Act as primary contact for client communications and relationship management . + Review portfolios and deliver… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up ... Description A values-driven wealth advisory firm is seeking an exceptional Planner...firm is seeking an exceptional Planner to join its team of professionals dedicated to delivering personalized, high-impact financial… more
- Wells Fargo (Irvine, CA)
- …including time and priority management . + Collaborate effectively with relationship team members, client's advisors and other colleagues. + ... discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. *… more
- HUB International (Riverside, CA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 10,000 employees in 450 ... success in mergers and acquisitions. **Who is the Carrier Team ?** The Carrier Management Team ...professionalism and customer service skills, with a focus on relationship -building + Comfortably working collaboratively in a team… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and families. This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family office services. ... client relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development, mentorship, and… 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
- Wells Fargo (Pasadena, CA)
- …benefits as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives… more