- Banc of California (Santa Ana, 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 (Newport Beach, 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 (Foothill Ranch, 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
- JPMorgan Chase (San Clemente, 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 (Costa Mesa, 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
- Citigroup (Costa Mesa, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citigroup (Costa Mesa, 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 (Irvine, 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 (San Diego County, 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 (Oceanside, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... involvement and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the… more
- Wells Fargo (Irvine, CA)
- …focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- Wells Fargo (Oceanside, CA)
- **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 more about ... 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
- M&T Bank (Costa Mesa, CA)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- Columbia Bank (Irvine, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and… more
- CIBC (Newport Beach, CA)
- …serving as a trusted advisor, while surrounding the relationship with specialists ( Private Banker , Investment Manager and Trust Advisor). + Focus on ... We're building a relationship-oriented bank for the modern world. We need talented,...+ Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth… more
- US Bank (San Diego County, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- Bank of America (Newport Beach, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/SCOTTSDALE/Commercial-Credit-Officer\_25027517) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...variety of 501c3 not for profit clients including healthcare, private universities, colleges and K-12 schools, cultural, professional and… more
- Fifth Third Bank, NA (Newport Beach, CA)
- … client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships ... and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with… more
- Columbia Bank (Irvine, CA)
- …Together for better. **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on ... identify financial information and deliver financial guidance based upon a client 's risk tolerance, financial goals and objectives, and individual circumstances. +… more
