- Citigroup (San Francisco, CA)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Citigroup (San Francisco, CA)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- International Rescue Committee (Glendale, CA)
- …Major Responsibilities: + Manage a dynamic portfolio of 75-100 high - net - worth individuals by moving the IRC's relationship with each through cultivation, ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within...Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior… more
- International Rescue Committee (Glendale, CA)
- …+ Manage a dynamic portfolio of 30-50 ultra- high net worth individuals by moving the IRC's relationship with each through cultivation, solicitation, ... IRC by engaging, cultivating, soliciting, and stewarding significant, multi-year commitments from ultra- high net worth individual supporters that are based… more
- International Rescue Committee (Oakland, CA)
- …+ Manage a portfolio of up to 100 high net worth individuals by moving the IRC's relationship with each through cultivation, solicitation, and ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within...to join our team! A dynamic front-line fundraiser and relationship cultivator, this person will help drive revenue growth… more
- JPMorgan Chase (Los Angeles, CA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- HSBC (San Francisco, CA)
- …recommendations and increasing sales, and building and maintaining valuable relationships with high - net - worth client portfolios + Expert knowledge in wealth ... people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the… more
- Umpqua Bank (Newport Beach, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California...planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with… more
- Citigroup (Woodland Hills, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more