- Citigroup (San Francisco, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (San Francisco, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- BMO Financial Group (Los Angeles, CA)
- …their best interests, and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and ethical requirements. + ... education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is… more