- Citigroup (Piedmont, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Pleasant Hill, CA)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... place to work by offering a special brand of relationship banking and by providing a culture where associates...you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are… more
- CH Robinson (Concord, CA)
- …success of the unit. If you're a goal-oriented professional who excels in relationship -building and embraces a fast-paced environment, we want you on our team! Join ... success of accounts in collaboration with local assigned Account Executive/Account Manager + Ensure alignment with branch strategies in forecasting, business… more
- City National Bank (Walnut Creek, CA)
- …services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain ... existing clients to the Private Banker or Private Banker Manager . **Must-Have + HS Diploma + Minimum 7 years...experience in client service, banking operations or Private Banking relationship management support required. + Minimum 5 years of… more