We interpreted Burbank, CA as Burbank, CA. Other options include: Burbank (Santa Clara County), CA
- Banc of California (Beverly Hills, CA)
- …goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage product price ... as market interest rates change (while optimizing deposit margin for the bank ). + **Deepen Client Relationships/Profitability:** For existing clients, completes… more
- Banc of California (Valencia, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- Bank of America (Beverly Hills, CA)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual...Private Bank platform * High touch, client -focused individual with exceptional interpersonal skills * Leader who… more
- JPMorgan Chase (Pacific Palisades, CA)
- …their 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 ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Columbia Bank (Los Angeles, CA)
- Private Client Advisor Wealth Management South...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the...and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- JPMorgan Chase (Glendale, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citigroup (Beverly Hills, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- JPMorgan Chase (Los Angeles, CA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Citigroup (Beverly Hills, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships,… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers...benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients ... the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and… more
- Citizens (Los Angeles, CA)
- …track record of delivering a white glove experience to clients that results in long-term client loyalty. As a Private Banker Associate, you will have the ... Description Citizens Private Bank has accelerated its strategy...account openings and ongoing maintenance processes. + Partner with Private Banker to maintain client … more
- Citigroup (Los Angeles, CA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Los Angeles, CA)
- …+ Licenses: FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Part time ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...management & planning services and access to a dedicated Private Banker . We also support firms, and… more
- Citigroup (Beverly Hills, CA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary… more
- JPMorgan Chase (Pasadena, CA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust… more
- Wells Fargo (Commerce, 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 ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- BMO Financial Group (Los Angeles, CA)
- …origination teams to deliver the highest level of products and services for the Private Banking client segment. The individual must have strong Private ... HNW Banking is responsible for managing four regional teams responsible for delivering Private Banking deposit and lending products. The team will be comprised of… 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 ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...assist with product development and prospecting efforts + Research client inquiries and manage follow up communication and materials… more
