- Citigroup (San Mateo, 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 (Sunnyvale, 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
- BMO Financial Group (San Jose, CA)
- …per guidelines. + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager . + Develops an understanding of ... the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the… more
- US Bank (Palo Alto, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- JPMorgan Chase (Menlo Park, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- JPMorgan Chase (Santa Clara, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- Citigroup (San Jose, CA)
- …of ~ 80 - 100 branch stakeholders and other territory partners (eg Wealth Management, Mortgage) * Partner with cross retail segment territory peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...Revenue contributions at Citi. * Deliver client satisfaction and relationship profitability. Be primary point of contact. * Leverage,… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- Bank of America (San Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... the Power of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and technology. In this pivotal… more
- KPMG (Santa Clara, CA)
- **Business Title:** Manager , Complex Valuation **Requisition Number:** 112269 - 13 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** Santa ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Morgan Stanley (San Jose, CA)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance,… more
- Somatus (San Jose, CA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... care team, specifically under the guidance of RN Care Manager and act as an advocate guiding them through...He/she will be the key holder of the patient relationship and trust and will be responsible for building… more