- Wells Fargo (Woodland Hills, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... today. **About this role:** Wells Fargo is seeking a Branch Manager (SAFE) for National Branch Network...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Bank of America (Seal Beach, 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
- City National Bank (Irvine, CA)
- …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... opportunity to make a real difference through a signature client experience. Our branch network delivers proactive advice and high -level financial solutions with… more
- City National Bank (Long Beach, CA)
- …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... opportunity to make a real difference through a signature client experience. Our branch network delivers proactive advice and high -level financial solutions with… more
- JPMorgan Chase (Newport Beach, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... Private Client, which will include at least one preferred branch as well as at least one office. **Job...advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies… 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 (Fountain Valley, 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
- JPMorgan Chase (Newport Beach, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more