- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...CNB's risk appetite and can be managed without issue. Private Banking Division As a member of ... City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex credit ... Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting,… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Citigroup (Costa Mesa, 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
- Citigroup (San Francisco, 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
- Citigroup (San Francisco, CA)
- …and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client ... and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers… more
- Citigroup (San Francisco, CA)
- …and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client ... and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers… more
- JPMorgan Chase (San Francisco, CA)
- The US Private Bank Front Office Legal team is a...in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven ... group of talented, motivated, and collaborative lawyers. As a Private Bank Front Office Legal Attorney - Vice President,...the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the… more
- JPMorgan Chase (Los Angeles, CA)
- …including Commercial Banking , Global Corporate Banking , and Investment Banking , focusing on US-based small and mid-cap private businesses up to ... Join JP Morgan's Global Banking team as an Associate in Business Development,...team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth… more
- PNC (Los Angeles, CA)
- …clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. + ... develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more