- Citigroup (Beverly Hills, CA)
- …to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow ... networking, targeted outreach, industry events, and thought leadership in partnership with Wealth Teams.** **Serve as a brand ambassador for Citi Wealth 's… more
- Comerica (Los Angeles, CA)
- …20-month rotational program that includes formal credit training and two sales -focused rotations within the Commercial Bank to gain valuable business development, ... sales and relationship building skills. Professional career development through...lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines… more
- Stanley Black and Decker (Sacramento, CA)
- …work with diverse personalities. You also must have: + 3-5 years of Retail Sales Experience in Consumer Goods Industry + Willingness to travel regionally and work ... that grow, develop, and drive strong quarterly and annual sales results within a specific region or market. +...multiple career paths. + **Learn:** Have access to a wealth of learning resources, including our Lean Academy, Coursera(R)… more
- Stanley Black and Decker (Los Angeles, CA)
- …and code requirements. + Use technical knowledge of products to support and build sales on specification and conversion in conjunction with local sales team and ... customer feedback for future product developments. + Support local sales efforts from a technical level - including jobsite...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- Citigroup (Canyon Country, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- Bank of America (San Diego, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing… more
- JPMorgan Chase (Irvine, CA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- TIAA (Sherman Oaks, CA)
- …Private Asset Management is an individual client-facing, investment manager opportunity ( wealth management). Candidates should possess this level of experience for ... Series 65 **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working directly with… more
- JPMorgan Chase (Los Angeles, CA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
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