- Citizens (Menlo Park, CA)
- … Equity, Venture Capital and innovation economy verticals within the CFG Private Bank . The Relationship Manager works within a designated team to ... PE/VC team based in Menlo Park is adding a Relationship Manager to the team to contribute...opportunities to identify potential credit risks. + Partner with Relationship Managers in the Private Bank… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager ...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...driven, resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team… more
- Bank of America (San Francisco, CA)
- Sr. Relationship Manager , Global Commercial Banking - Transformative Healthcare (San Francisco/Palo Alto) San Francisco, California;Palo Alto, California **Job ... of America's Transformative Healthcare segment is seeking a Sr. Relationship Manager to join our West Region...group is a specialized team within the Global Commercial Bank which serves public and private healthcare… more
- Bank of America (Walnut Creek, 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 ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- JPMorgan Chase (San Francisco, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Citizens (Menlo Park, CA)
- …will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and ... Description Citizens Private Bank is opening a ...include (see below for responsibilities and qualifications): + PBO Manager (1) + PBO Office Lead (1) + PBO… more
- City National Bank (San Francisco, CA)
- *SENIOR BUSINESS CONTROLS MANAGER - Enterprise Programs* WHAT IS THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls ... with the BCOs (and their teams) for Commercial Banking, Entertainment Banking, and Private Banking, as well as operational and support functions. This role will… more
- Citizens (San Francisco, CA)
- Description The Relationship Manager (RM) is the central contact person for establishing Middle Market and Emerging Market new clients and is responsible for ... cross-sell partners, including JMP Investment Banking, Treasury Services, the Private Bank , Global Markets and acts as...risk appetite. Within the Middle Market/Emerging Markets team, the Relationship Manager will focus on companies with… more
- Citigroup (San Francisco, 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 ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- City National Bank (San Francisco, CA)
- …waiver/consent/amendment, as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to ... all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank personnel regarding new/existing lending requirements and… more
- Banc of California (Menlo Park, 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
- HSBC (San Francisco, CA)
- …relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client relationship management with ... planet we all share. As a High Net Worth Relationship (HNW) Manager , you will acquire maintain,...And we want you to help us build the bank of the future! All qualified applicants will receive… more
- BMO Financial Group (San Francisco, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... Provides advisory-based sales and relationship management to attract, retain and grow a...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- MUFG (Menlo Park, CA)
- …Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world. ... initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing… more
- HSBC (San Francisco, CA)
- …HSBC's Innovation Banking Division, the Relationship Advisor partners with the Relationship Manager to cover venture backed companies and their investors and ... venture backed companies and investors + Partner with the Relationship Manager to onboard new accounts and...- 8 years' experience in Commercial Banking, Cash Management, Private Equity, Venture Capital and / or equivalent +… more
- Citigroup (San Francisco, 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 ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- JPMorgan Chase (San Francisco, CA)
- …with our clients generally consists of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who initially helps ... business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts +...as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager … more