- Wells Fargo (Yorba Linda, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Morgan Stanley (Woodland Hills, CA)
- …the Branch . . Drives corporate marketing initiatives to help increase market share in High Net Worth households. Te am Building: . Builds effective teams ... to drive revenue, increase profit before taxes, and manage risk within their branch . Job functions also include maintaining a superior and consistent level of client… more
- Bank of America (Brea, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Woodland Hills, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citigroup (Fullerton, CA)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- Zions Bancorporation (Irvine, CA)
- …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses.… more
- Citigroup (Diamond Bar, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned...financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more