- BMO Financial Group (Newport Beach, CA)
- Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of ... and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk.../ jurisdiction where the mandate is being fulfilled. + Credit Qualifications and associated credit knowledge and… more
- BMO Financial Group (Newport Beach, CA)
- …credit structure. + Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. + Supports ... all existing and potential clients and in support of a team of banking and lending specialists, and relationship managers. Provides technical expertise for proactive… more
- Columbia Bank (Los Angeles, CA)
- …level professionals. + Proven business development, relationship and portfolio management, private banking , and wealth management skills. + Intermediate estate ... Sr Private Bank Relationship Manager Wealth Management Irvine, California...to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We… more
- Zions Bancorporation (El Segundo, CA)
- …finance, power generation, project development, structured finance, leveraged finance, investment banking or private equity investing. + Proven ability to ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- Citigroup (Costa Mesa, CA)
- …**Qualifications:** + 6-10 years of experience + Knowledge of investments is required; banking and credit products desirable + Ability to manage relationships ... The Associate Banker SAFE Act is a strategic professional...Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the… more
- Citigroup (Rolling Hills Estates, CA)
- …fields of operations and compliance; previous sales referral experience Knowledge of investments, banking , and credit products + US: Licenses: Series 7/63 or ... The Licensed Client Service Associate is a developing professional role which integrates...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:**… more