- 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 Investment Advisory Program and client-directed accounts, to affluent individuals...fiduciary, and retirement accounts. * Answer incoming operational and sales related phone calls for CNS Brokerage Accounts. Operational… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is...of our core client coverage team + Partner with sales teams to exceed client expectations and make client ... onboarding and account opening a seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our… more
- Charles Schwab (Los Angeles, CA)
- …part-time, or as needed to successfully manage the region. + Excellent client relationship management and marketing/ sales skills. **In addition to your base ... teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- Citigroup (Burbank, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail… more
- City National Bank (Los Angeles, CA)
- *OPERATIONS OFFICER * WHAT IS THE OPPORTUNITY? City National Bank is looking for a Back Office Operations Specialist within Capital Markets Operations. The ideal ... knowledge. This role is responsible for processing transactions that support Foreign Exchange Sales & Trading. This role requires the ability to work in a fast-paced… more
- JPMorgan Chase (Los Angeles, CA)
- …**Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new ... your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain… more
- US Bank (Los Angeles, CA)
- …currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for ... its discretionary investment advisory practice as an OCIO Relationship ...more years of related experience, preferably in portfolio management, sales , marketing, or relationship management with institutional… more
- HSBC (Arcadia, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... ability to deliver needs-based solutions through effective communication, influencing, and sales skills + Ability to demonstrate strong relationship deepening… more
- JPMorgan Chase (Los Angeles, CA)
- …a client's cash flow needs and apply appropriate banking solutions + Sales , portfolio management or relationship management experience + Qualitative and ... You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an...within the Treasury Solutions such as a Treasury Management Officer position. **Job responsibilities** + Collaborate with the Treasury… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- JPMorgan Chase (Upland, CA)
- …four to six bankers with indirect oversight over an underwriting staff, a sales /marketing assistant, treasury sales officer and client service professionals. ... manages a team that covers companies between $20 million and $100 million in sales size. **Job Responsibilities** + Champion a culture of innovation and a customer… more
- Medtronic (Northridge, CA)
- …in this pivotal moment of transformation. Reporting directly to the Chief Financial Officer (CFO), you will architect and execute the treasury strategy for the newly ... and reporting frameworks to support public company readiness. * Oversee investment and short-term cash management activities, balancing yield optimization with… more