- NFP (Simi Valley, CA)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... Excellent communication (verbal and writing) and interpersonal skills Cultivating relationship ability Strong problem solving ability Customer service oriented… more
- Platform Accounting (Encino, CA)
- …for the firm's existing client base Serve as the primary point of contact and relationship manager for new clients Work with the firm's executive team to develop ... growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their… more
- JPMorgan Chase (City Of Industry, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Bank of America (Westlake Village, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westlake-Village/Merrill-Market-Supervision- Manager \_25026571) **Job Description:** Merrill Wealth Management is… more
- Bank of America (Westlake Village, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Westlake Village, CA)
- …Valley-Coast-Market\_25014640-1) **Job Description:** Merrill Wealth Management is a leading ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Comerica (Sherman Oaks, CA)
- Job Description Portfolio Manager III- Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for customers ... and manages existing loan portfolio supporting up to two Relationship Managers. Takes ownership of all reviews and renewals...qualitative input for RECAP creation. Works in conjunction with manager to prepare for and present at loan committees… more
