- Citigroup (Palo Alto, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...financial goals. You could access a range of responsive banking , investing, wealth management & planning services… more
- Bank of America (Los Angeles, CA)
- …to study and obtain all required registrations. The **Elite Growth Practice (EGP)** ** Private Wealth Relationship Manager** position may be filled at a Trainee, ... Wealth Management Specialist Los Angeles, California **To proceed...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- Citigroup (Los Angeles, CA)
- …and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client ... professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth… more
- UMB Bank (Sacramento, CA)
- …+ When appropriate, for accounts without an assigned Portfolio Manager or Wealth Advisor , provides investment management services for clients, including ... **Trust Advisor I** Builds long-term client relationships through quality...and Bank products and services (ie, investments, insurance, brokerage, private banking , retirement planning). + Problem solving,… more
- Citigroup (San Jose, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- JPMorgan Chase (Los Angeles, CA)
- …pre-transaction planning, and maintaining a legacy business over multiple generations. As a Private Business Advisor , you will be responsible for generating new ... experience in Mergers and Acquisitions or related fields including Legal, Investment Banking , Private Capital, Family Office, Valuation or Asset Management +… more
- Citigroup (Beverly Hills, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates directly with clients on new… more