- 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 ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- JPMorgan Chase (El Segundo, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving 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 constantly… more
- City National Bank (El Segundo, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and...ongoing growth and development of PB and City National Bank . * May partner with another CA and manage… more
- JPMorgan Chase (La Mirada, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Bank of America (Los Angeles, CA)
- Alternative Investments Regional Specialist - Private Bank Los Angeles, California;San Francisco, California **To proceed with your application, you must be at ... sales professional to join the Alternative Investments Specialist organization supporting the Private Bank . The position will primarily be focused on the… 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 ... management & planning services and access to a dedicated Private Banker . We also support firms, and...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client… more
- Citigroup (Los Angeles, CA)
- …of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker . We also support firms, and we offer a range of ... company and your employees. Whether it's access to a Private Banker as a corporate benefit, or...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Wells Fargo (Garden Grove, CA)
- **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- City National Bank (Beverly Hills, CA)
- …such as Wealth Management, International Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... Participate in cross-selling activities independently or with the Private Banker , as appropriate. Channel referrals/warm leads from existing clients to the … more
- Citigroup (Beverly Hills, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Bank of America (Beverly Hills, 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 ... to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal… more
- Columbia Bank (Los Angeles, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los Angeles, ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Private -Wealth-Client-Associate\_25038141) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (Los Angeles, CA)
- *FINANCE MANAGER II - PRIVATE BANKING* WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with one or ... strategic direction of their respective LOBs consistent with the Bank 's objectives. WHAT WILL YOU DO? * Prepare the...for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are… more
- Citizens (Los Angeles, CA)
- …on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California. ... strongly preferred + Deep understanding of the banking industry, private banking and/or luxury brands and customer engagement strategies....partnerships is a plus. + Experience and knowledge of private equity industry is a plus. + Passion for… more
- City National Bank (Los Angeles, CA)
- …Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... * *Serve Nonprofit clients - typically Colleges and Universities, Private Schools, Religious Organizations, Associations & Charities, and Nonprofit Healthcare… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors - Basic knowledge of local, state and ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...loan sales and conducting sales-related activities away from US Bank locations. Incumbents are expected to spend at least… more
- Bank of America (Los Angeles, CA)
- …Space Technologies Commercial Banking Team! The A&D Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Sr-Relationship-Manager Middle-Market--Aerospace--Defense-and-Space-Technologies-\_25037441) **Job Description:** At Bank of America, we are guided by a common… more