- City National Bank (Los Angeles, CA)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - Non-Registered Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… 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
- Bank of America (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high...+ Expand existing client relationships, assist advisors in new sales , and represent the firm in the marketplace. +… more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- HSBC (Arcadia, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... high value clients.Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... with high value clients.Professionalism client focus and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager… more
- Zions Bancorporation (Palm Desert, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... planning, and risk management. The primary goal of a wealth management group is to help clients grow and...client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial… more