- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... 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
- 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 Scottsdale, Arizona Sacramento,...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)
- …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
- KeyBank (Los Angeles, CA)
- **Location:** For Those Who Work At Home, California Senior Relationship Manager, Middle Market Commercial Location: Los Angeles or Orange Counties This is not a ... and working in the Los Angeles or Orange Counties.** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full… more
- JPMorgan Chase (Manhattan Beach, 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
- Fifth Third Bank, NA (Los Angeles, CA)
- …ready to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Coverage of private equity firms and alternative asset managers ... sponsor clients with sector-oriented deal partners, capital markets professionals, and senior management. Originate and oversee the execution of lead financing… 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
- 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...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… 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
- Amazon (Culver City, CA)
- …* Masters in Business Administration degree * Prior experience at an investment bank , private equity, management consulting, and/or an internal strategy team ... Tennis and Premier League football. We are hiring a Senior Studio Investments Manager to be part of the...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… 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
- Comerica (Costa Mesa, CA)
- …and develop technical underwriting skills within one or more of our Commercial Bank Lines of Business. Program Structure and Development Opportunities 18 -- 24-month ... through assessments, coaching, team building, and mentoring. Exposure to senior and executive leadership. Collaborative and supportive team environment. Gain… more