- Citigroup (San Francisco, CA)
- …of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, ... is responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales focus includes: + Supporting existing coverage… more
- US Bank (Rancho Palos Verdes, CA)
- …equivalent work experience - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and ... state insurance licenses. Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice - Effective interpersonal,… more
- BlackRock (San Francisco, CA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- Citigroup (San Francisco, CA)
- **About Wealth At Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth ... help our clients save, invest, borrow and manage the wealth that they have worked so hard to create....continue to be on the rise. The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs… more
- HSBC (San Francisco, CA)
- …processes, and ability to navigate complex organizations are also critical to success + Sales Mindset. The Senior Wealth Planner will drive new revenue by ... will look for opportunities to introduce product specialists for cross- sales opportunities + Thought Leader. The Senior Wealth...cross- sales opportunities + Thought Leader. The Senior Wealth Planner is a known expert in the estate… more
- JPMorgan Chase (Santa Clara, CA)
- …skills, and capabilities:** + 10+ years of experience in business development and sales experience in the wealth management industry + Proficiency in goals-based ... financial planning tools and delivery, Salesforce CRM, LinkedIn, business development, marketing, book segmentation, client engagement strategies, client-reporting tools and advisor teaming relationships + Ability to effectively coach and educate advisors at… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and ... provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to...hand-off to the correct channels where appropriate + Provide sales support to licensed sales staff by… more
- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy. This ... individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends,… more
- Bank of America (San Mateo, CA)
- …Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs **Skills:** + Account ... Wealth Management Specialist - NPD (FP) San Mateo,...Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more