- JPMorgan Chase (Pasadena, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving and ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- City National Bank (Pasadena, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and...ongoing growth and development of PB and City National Bank . * May partner with another CA and manage… more
- JPMorgan Chase (Cerritos, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Citigroup (Los Angeles, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... management & planning services and access to a dedicated Private Banker . We also support firms, and...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Citigroup (Beverly Hills, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... management & planning services and access to a dedicated Private Banker . We also support firms, and...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Wells Fargo (Los Angeles, CA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- JPMorgan Chase (Los Angeles, CA)
- …your career to the next level. As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with our bankers, global investment ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- Citizens (Los Angeles, CA)
- Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank 's ... + Evaluate and approve credit proposals, including credit products offered by the Private Bank in the Consumer and Commercial product lines to support Private… more
- JPMorgan Chase (Los Angeles, CA)
- …confident and motivated to provide a first-class experience to clients within JP Morgan's Private Bank . The JP Morgan Private Advisory team is a ... who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions… more
- Bank of America (Beverly Hills, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal… more
- JPMorgan Chase (Los Angeles, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... your career to the next level. As a Lending Specialist in the US Private Bank , you will manage our most complex borrowing relationships by presenting JP Morgan … more
- JPMorgan Chase (Los Angeles, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... take your career to the next level. As a Lending Specialist in the US Private Bank , you will work with our team to advise clients on their capital structure and… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, ... prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and...and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- City National Bank (Beverly Hills, CA)
- …remain in good standing under the Safe Act. WHAT WILL YOU DO? * Support Private Banker in all areas of new business development by coordinating colleagues and ... and meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full...are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is… more
- JPMorgan Chase (Los Angeles, CA)
- …goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and retirement strategies + ... is a primary benefit of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, … more
- JPMorgan Chase (Torrance, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- JPMorgan Chase (San Gabriel, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more
- JPMorgan Chase (Los Angeles, CA)
- …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and… more
- Bank of America (Los Angeles, CA)
- …within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on ... for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning ... goals and objectives, and individual circumstances. + Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans… more