- JPMorgan Chase (San Francisco, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be... client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services,… more
- JPMorgan Chase (San Francisco, CA)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client… more
- JPMorgan Chase (San Francisco, CA)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our ... creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively... client relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services… more
- Citigroup (Beverly Hills, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- JPMorgan Chase (Los Angeles, CA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's… more
- JPMorgan Chase (San Francisco, CA)
- …the opportunity to take your career to the next level. As a Private Banker in the International Private Bank , you are responsible for advising families ... a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY?...client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing ... strategies with the CNS IO. * Keep current on client 's financial information while ensuring that clients...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- Citizens (Los Angeles, CA)
- …track record of delivering a white glove experience to clients that results in long-term client loyalty. As a Private Banker Associate, you will have the ... Description Citizens Private Bank has accelerated its strategy...account openings and ongoing maintenance processes. + Partner with Private Banker to maintain client … more
- BMO Financial Group (CA)
- …(eg underwriting, funding, monitoring). + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Prepares new ... proposals or presentations to clients/prospects. + Participates in activities for client meetings and account opening documentation. + Assists with the development… more
- Wells Fargo (San Rafael, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... + Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional… more