- HSBC (Beverly Hills, CA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Beverly Hills, CA, US, 90210 Work style: Office Worker Date: 28 ... our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship … more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- JPMorgan Chase (Whittier, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (Los Angeles, CA)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary ... operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory oversight, business… more
- Citigroup (East Los Angeles, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- City National Bank (Beverly Hills, CA)
- *PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from ... services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain… more
- Truist (Los Angeles, CA)
- …CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team ... across a variety of solutions and transaction roles including: corporate and municipal bond trustee, commercial escrow agent, M&A administration, Reinsurance and regulatory trustee, and other agency roles associated with capital market activities. ESSENTIAL… more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications*… more
- BMO Financial Group (Los Angeles, CA)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... is on technical trust administration, the Director will also support relationship management and business development opportunities to enhance client satisfaction… more
- City National Bank (Los Angeles, CA)
- …position will work directly with the City National Bank's ("CNB") Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth ... operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well,… more