- HSBC (San Francisco, 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 (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
- Citigroup (San Francisco, 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 (Los Angeles, CA)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... **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 (San Francisco, 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
- 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
- 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
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability analyze client needs, identify cross-sell opportunities… more
- JPMorgan Chase (City Of Industry, 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
- JPMorgan Chase (Irvine, CA)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- Citigroup (Canyon Country, 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
- Wells Fargo (Long Beach, 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...Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client &… more
- Burning Man (San Francisco, CA)
- JOB SUMMARY The Major Gifts Officer will support Burning Man Project's ability to retain current major donors and expand the major donor portfolio by identifying, ... based on Pacific Time. REPORTING RELATIONSHIPS The Major Gifts Officer will report directly to the Director of Philanthropic...Manage a portfolio of 50-100 major gift donors and high- wealth prospects who have the capacity to make multi-year… more
- Umpqua Bank (San Diego, CA)
- Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San Diego, California Seattle, Washington **Description** ... we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting… more
- Citigroup (Morgan Hill, 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
- Wounded Warrior Project (Los Angeles, CA)
- …communications within Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies. + Represent WWP and speak to ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more
- Comerica (Costa Mesa, CA)
- …application of credit policy in analysis and address escalations to Relationship Manager, Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO). ... to ensure thorough and complete underwriting prior to submission to Relationship Manager, Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO).… more
- Sutter Health (Auburn, CA)
- …services in Auburn and surrounding foothill communities. The hospital's services and relationship with the not-for-profit Sutter Health system bring a wealth ... Entity. The CNE reports directly to the Chief Executive Officer (CEO). The CNE also reports indirectly to the...reports indirectly to the Sutter Health System Chief Nurse Officer and works closely with the Chief Medical Executive… 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