- Bank of America (Chico, CA)
- …both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship -based service, ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship -based service, ... used Network Monitoring Technology + SolarWinds Orion + Network Performance Manager (NPM) - Monitoring and alerting/reporting + Network Configuration Manager… more
- City National Bank (Beverly Hills, CA)
- …services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain ... leads from existing clients to the Private Banker or Private Banker Manager . WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree… more
- Nuveen Investments (San Francisco, CA)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the ... + Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical… more
- Comerica (Palo Alto, CA)
- …implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective territory. ... the preparation of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position… more