- Umpqua Bank (Encino, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank … more
- Citigroup (Beverly Hills, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more