- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California **Description** **About Us:** ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank … more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting...relationship and risk management; * working knowledge of bank back office processes and systems. * Thorough understanding… more
- Bank of America (Los Angeles, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager Los...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- 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 ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank 's relationship management efforts by processing a ... and senio r staffs to develop and implement client relationship strategies that align with the company's goals and...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- JPMorgan Chase (Pasadena, 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 ... level. As a Program Banker Analyst in the US Private Bank , you will work on an...you will assume significant responsibility by interacting frequently with senior management and working directly with clients **Required Qualifications,… more
- Umpqua Bank (Los Angeles, CA)
- …dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... Senior Wealth Advisor Wealth Management Irvine, California San...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- City National Bank (Los Angeles, CA)
- …manual procedures are revised timely and appropriately. * Manages system provider relationship : attends meetings as the bank 's representative; acts as liaison ... *OPERATIONS LIAISON SENIOR * WHAT IS THE OPPORTUNITY? Provides ongoing operational...ongoing operational support to Personal & Business Banking, Entertainment, Private and Commercial Banking Services. Functions as liaison with… more
- City National Bank (Los Angeles, CA)
- …accurate documents to ensure all loan are documented to fully protect the Bank 's interests in the credit relationship . Review collateral periodically to minimize ... *CREDIT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Participates in the...credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness… more
- City National Bank (Los Angeles, CA)
- …Significant experience in driving operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management ... * SENIOR BUSINESS CONTROLS MANAGER- Enterprise Programs* WHAT IS...THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls Officer ("BCO") for Consumer Banking;… more
- M&T Bank (Los Angeles, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current… more
- JPMorgan Chase (Whittier, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in...retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker,… more
- Bank of America (Los Angeles, CA)
- …Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Private Wealth Management Associate provides ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …are the leader positioning the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating ... take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Leadership, client-facing role, directing deal teams working on asset… more
- BMO Financial Group (Los Angeles, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation… more
- City National Bank (Los Angeles, CA)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for ... satisfaction. * Design, develop and operate analytical views (dashboards, etc.) on behalf of senior leaders and help them obtain the insights they need to run the… more
- Citigroup (Downey, 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 ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Zions Bancorporation (El Segundo, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse...Middle Market Excellence Awards. We are looking for a Senior Power Finance Associate in El Segundo, CA .… more
- MUFG (Los Angeles, CA)
- …highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, ... family-owned companies, private equity sponsors and major corporations, through dedicated banking...is seeking to hire a Buy-side Business Development Vice President/ Senior Associate to augment its buy-side efforts and buy-side… 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 ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more