- HSBC (Beverly Hills, CA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (Irvine, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Charles Schwab (San Mateo, CA)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight ... teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- JPMorgan Chase (Whittier, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Chino Hills, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Citigroup (San Francisco, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- JPMorgan Chase (San Diego County, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more
- The County of Los Angeles (Los Angeles, CA)
- DEPARTMENTAL CHIEF INFORMATION OFFICER II Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/5040934) Apply DEPARTMENTAL CHIEF INFORMATION ... OFFICER II Salary $163,996.80 - $255,048.48 Annually Location Los...and services OR multiple lines of business (eg, private wealth management, brokerage services, and banking; or e-commerce, cloud… more
- City National Bank (Los Angeles, CA)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary ... operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory oversight, business… more
- City National Bank (Beverly Hills, CA)
- *ACCOUNT SUPPORT OFFICER * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… more
- Wells Fargo (San Francisco, CA)
- …trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as… more
- Citigroup (San Francisco, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Comerica (San Jose, CA)
- Job Description Business Development Officer The Business Development Officer (aka Small Business Advisor/SBA) role will be responsible for increasing the Bank's ... Self-Develop profitable new business with target customer segments. Partner with Relationship Managers to develop new business. Provide client retention support to… more
- City National Bank (San Francisco, CA)
- *BUSINESS DEVELOPMENT OFFICER * WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
- Citigroup (Oakland, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- City National Bank (Beverly Hills, CA)
- *PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from ... services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain… more
- Comerica (Los Angeles, CA)
- …demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications*… more