- Unknown (Los Angeles, CA)
- …Investment Banking - Financial Sponsors About the Company Globally focused investment bank Industry Accounting Type Privately Held About the Role The Vice President, ... leveraged buyouts, recapitalizations, and portfolio company financings on behalf of private equity and institutional sponsor clients. You'll oversee deal teams to… more
- Unknown (Los Angeles, CA)
- …Insurance Credit Specialties consumer & community banking corporate and investment bank asset management private banking and commercial banking Business ... Asset Management About the Company Diverse financial services firm & investment bank Industry Financial Services Type Public Company Founded 2000 Employees 10,001+… more
- Unknown (Los Angeles, CA)
- …Technology Specialties financial services technology construction lending cre lending bank compliance risk mitigation saas- based company renovation lending builder ... will be tasked with establishing and nurturing connections with banks and private lenders, as well as providing strategic guidance on go-to-market tactics within… more
- Unknown (Los Angeles, CA)
- …Investment Banking - Financial Sponsors About the Company Globally renowned investment bank Industry Accounting Type Privately Held About the Role The Vice ... acquisitions, leveraged buyouts, recapitalizations, and portfolio company financings, for private equity firms and institutional investors. You'll oversee deal teams… 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 (Beverly Hills, 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 (Cerritos, 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 (Beverly Hills, CA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, ... **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Beverly Hills California… more
- Citigroup (Beverly Hills, 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...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Wells Fargo (El Segundo, 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 ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- City National Bank (El Segundo, CA)
- …such as Wealth Management, International, Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business...Participate in cross sell activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads… 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 ... 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
- Citizens (Los Angeles, CA)
- Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank 's ... + Evaluate and approve credit proposals, including credit products offered by the Private Bank in the Consumer and Commercial product lines to support Private… more
- JPMorgan Chase (Los Angeles, CA)
- …confident and motivated to provide a first-class experience to clients within JP Morgan's Private Bank . The JP Morgan Private Advisory team is a ... who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions… 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
- JPMorgan Chase (Los Angeles, CA)
- …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 ... your career to the next level. As a Lending Specialist in the US Private Bank , you will manage our most complex borrowing relationships by presenting JP Morgan … more
- JPMorgan Chase (Los Angeles, CA)
- …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 ... take your career to the next level. As a Lending Specialist in the US Private Bank , you will work with our team to advise clients on their capital structure and… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, ... prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and...and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- City National Bank (Beverly Hills, CA)
- …remain in good standing under the Safe Act. WHAT WILL YOU DO? * Support Private Banker in all areas of new business development by coordinating colleagues and ... and meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full...are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is… more
