- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- JPMorgan Chase (City Of Industry, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Downey, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- The County of Los Angeles (Los Angeles, CA)
- DEPARTMENTAL CHIEF INFORMATION OFFICER II Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/5040934) Apply DEPARTMENTAL CHIEF INFORMATION ... OFFICER II Salary $163,996.80 - $255,048.48 Annually Location Los...and services OR multiple lines of business (eg, private wealth management, brokerage services, and banking; or e-commerce, cloud… more
- City National Bank (Los Angeles, CA)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary ... operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory oversight, business… more
- City National Bank (Beverly Hills, CA)
- *ACCOUNT SUPPORT OFFICER * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… 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 ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- City National Bank (Beverly Hills, CA)
- *PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from ... services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain… more
- Comerica (Los Angeles, CA)
- …demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications*… more
- BMO Financial Group (Los Angeles, CA)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... is on technical trust administration, the Director will also support relationship management and business development opportunities to enhance client satisfaction… more
- Bank of America (Los Angeles, CA)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... knowledge of banking and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA,… more
- City National Bank (Los Angeles, CA)
- …position will work directly with the City National Bank's ("CNB") Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth ... operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well,… more