- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract,...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- City National Bank (Los Angeles, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and clients.… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and clients.… more
- Citigroup (San Francisco, 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 (San Francisco, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (Palo Alto, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, ... back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… more
- Citigroup (Beverly Hills, CA)
- …fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional ... of responsibility over technical strategy. Responsible for handling resource management and allocation of work within the team/project. **Key... + Advise clients regarding their art acquisitions and sales to maximize quality and value + Act as… more
- BMO Financial Group (San Francisco, CA)
- …to include customer marketing and communications, integrated sales , promotion/incentive, acquisition/retention. Manages cross-functional relationships across ... in accordance with forecasts. + Makes recommendations to leaders on financial management processes based on changing requirements. + Leads the design, implementation… more