- HSBC (Beverly Hills, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... Wealth Relationship Manager Brand: HSBC Area... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build… more
- JPMorgan Chase (Montebello, 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)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... appropriate knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability to analyze client needs, identify cross-sell… more
- Citigroup (Long Beach, 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
- 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
- University of Southern California (Los Angeles, CA)
- …venues. About the Position USC Advancement is seeking a strategic, relationship -centered, results-oriented fundraising leader to serve as Executive Director of ... line into USC Athletics (to the Senior Associate Athletic Director/Chief Development Officer ), this individual will play a hands-on, donor-facing role focused on… more
- Citizens (El Segundo, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager with their loan portfolio with extraordinary care and service. The… more