- Bank of America (Newport Beach, CA)
- Private Wealth Client Associate Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Newport Beach, CA)
- …to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering exceptional ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- Umpqua Bank (Irvine, 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
- Zions Bancorporation (Irvine, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. … more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... level professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate… more
- Citigroup (Fountain Valley, CA)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Umpqua Bank (Irvine, CA)
- …This is a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal ... Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San...of banking experience, required. + Ability to prospect new client relationships. + Expert in building client … more