- Citigroup (Downey, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Citigroup (San Francisco, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Wells Fargo (San Francisco, CA)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain a strong… more
- City National Bank (Los Angeles, CA)
- …and fiduciary operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory ... *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief...The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight. *WHAT WILL… more
- City National Bank (Los Angeles, CA)
- …Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership team. ... * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE...balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO?… more
- Comerica (Los Angeles, CA)
- …through assessments, coaching, team building, and mentoring. Exposure to senior and executive leadership. Collaborative and supportive team environment. Gain ... of lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business:… more