- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... and effective. **Position Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a… more
- JPMorgan Chase (Santa Monica, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- City National Bank (Los Angeles, CA)
- * PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for ... individuals and families within a specific region. Partners with Private Banking team in business development and relationship...of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals,… more
- BMO Financial Group (Los Angeles, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and...+ Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.… more
- Citigroup (Woodland Hills, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time… more
- Citigroup (Los Angeles, CA)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... The Investment Relationship Officer is a developing professional role. Deals...team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class… more
- Citigroup (Los Angeles, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Los Angeles, CA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Downey, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Umpqua Bank (Los Angeles, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- M&T Bank (Los Angeles, CA)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... sales cycle to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- JPMorgan Chase (Los Angeles, CA)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate… more
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual with exceptional… more
- Bank of America (Los Angeles, CA)
- Private Client Manager II Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Year over Year revenue + Partners with and mentors Private Client Managers on more complex products...relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and… more
- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- Citigroup (Los Angeles, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted… more
- JPMorgan Chase (Los Angeles, CA)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... to your clients, then a role as a Business Relationship Manager is for you. As a Business ...than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… more
- Truist (Los Angeles, CA)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... Leverage Industry and Advisory teammates as appropriate to create the optimal client experience. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of… more