- HSBC (San Francisco, CA)
- …customers, our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire ... and manage existing relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client … more
- Citigroup (Downey, 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
- PNC (San Francisco, CA)
- …or in the field on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth ... to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you...clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is… more
- JPMorgan Chase (San Francisco, 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
- 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
- HSBC (Arcadia, CA)
- …recommendations and increasing sales, and building and maintaining valuable relationships with high - net - worth client portfolios + Expert knowledge in wealth ... communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth ...and the service teams to build meaningful relationships with high value clients.Professionalism client focus, and understanding of 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 (Encinitas, 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
- Citigroup (Fremont, 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 ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- CIBC (Newport Beach, CA)
- …well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ... We're building a relationship -oriented bank for the modern world. We need...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐… more
- City National Bank (Los Angeles, CA)
- …products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support ... focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new… more
- Bank of America (Irvine, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (San Mateo, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …preferred. + Expertise in investment strategies, financial planning, and compliance. + Strong relationship -building skills with high - net - worth clients. + ... success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's continued growth.… more
- M&T Bank (Los Angeles, CA)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- HSBC (San Francisco, CA)
- …share. As a Senior Wealth Planner, you will work closely with high and ultra- high net worth individuals and families to advise on wealth and generational ... member of the US Private Banking team, partnering with Relationship Managers and Investment Counsellors to provide outstanding client...a wealth management firm advising high and ultra- high net worth clients on… more