- Citigroup (Beverly Hills, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- JPMorgan Chase (El Segundo, 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 (El Segundo, 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 (La Mirada, 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 (Los Angeles, CA)
- …of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker . We also support firms, and we offer a range of ... company and your employees. Whether it's access to a Private Banker as a corporate benefit, or...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Bank of America (Los Angeles, CA)
- Alternative Investments Regional Specialist - Private Bank Los Angeles, California;San Francisco, California **To proceed with your application, you must be at ... sales professional to join the Alternative Investments Specialist organization supporting the Private Bank . The position will primarily be focused on the… 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 ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… 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
- Columbia Bank (Los Angeles, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los Angeles, ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and… more
- Citizens (Los Angeles, CA)
- …on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California. ... strongly preferred + Deep understanding of the banking industry, private banking and/or luxury brands and customer engagement strategies....partnerships is a plus. + Experience and knowledge of private equity industry is a plus. + Passion for… 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 (Gardena, 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 (Westminster, 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 (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
- City National Bank (Los Angeles, CA)
- …on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the ... adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal...in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well… more
- City National Bank (Los Angeles, CA)
- …Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... * *Serve Nonprofit clients - typically Colleges and Universities, Private Schools, Religious Organizations, Associations & Charities, and Nonprofit Healthcare… more
- City National Bank (Sherman Oaks, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual… more
- City National Bank (Los Angeles, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual… more
- Bank of America (Los Angeles, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... study and obtain all required registrations. The **Elite Growth Practice (EGP)** ** Private Wealth Relationship Manager** position may be filled at a Trainee,… more