- Citigroup (Los Angeles, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Sherman Oaks, 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 (Beverly Hills, CA)
- *ACCOUNT SUPPORT OFFICER * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… more
- Citigroup (Burbank, 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
- City National Bank (Los Angeles, CA)
- *ASSISTANT INVESTMENT OFFICER (FLOATER)* WHAT IS THE OPPORTUNITY? Assist Investment Officers in managing and servicing a highly diverse, high net-worth client base. ... Investment Advisory Program. Support the Financial Advisors when the Investment Relationship Officers are not available. * Excellent interpersonal skills and … more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain… 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. *Skills and… more
- City National Bank (Los Angeles, CA)
- …This position will work with the City National Bank's ("CNB") Business Control Officer ("BCO") team for Corporate Functions, supporting the Chief Data & Analytics ... and Regulators as necessary to help support Banking and Wealth Management activities. * Responsible for the adoption of...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more