- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- Comerica (Costa Mesa, CA)
- …in-depth knowledge of lending and non-lending products and services, including Treasury Management , Wealth Management , Foreign Exchange, and Global Capital ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Stanley Black and Decker (Sacramento, CA)
- …to identify sales gaps and create and sales plans to close sales gaps + Driving effective inventory management and retailer specific order writing with ... You also must have: + 3-5 years of Retail Sales Experience in Consumer Goods Industry + Willingness to...servicing standards and leveraging store level relationships. Through the Management by Objectives (MBO) Process you will be responsible… more
- Bank of America (Beverly Hills, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… 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 ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- Stanley Black and Decker (Los Angeles, CA)
- …construction software. + Develop and maintain client records in CRM (customer relationship management ) tool + Guide local sales team through targeted jobsite ... Use technical knowledge of products to support and build sales on specification and conversion in conjunction with local...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- US Bank (West Hollywood, CA)
- …work experience - One to two years of experience working in a sales , retail management , or banking environment **Preferred Skills/Experience** - Thorough ... trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities management ,… more
- BMO Financial Group (Palo Alto, CA)
- …Experience drafting responses to complex RFPs + Experience with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales ... verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product… more