- Enterprise Bank & Trust (Anaheim, CA)
- …client relationship while providing superior client service.Support the Bank 's RM/BDOs in cross-selling deposit, treasury management, private banking, ... volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker ...and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. This… more
- Oaktree Capital Management (Los Angeles, CA)
- …emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over ... and servicing of assets While Oaktree has significant experience successfully investing client capital in ABF opportunities as a sub-allocation to existing funds,… more
- Intrepid Investment Bankers (Los Angeles, CA)
- …deal execution/sell-side M&A advisory experience gained from an investment bank , independent/boutique advisory firm, private equity or accounting ... highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm,… more
- Ares Management Corporation (Los Angeles, CA)
- …candidate will adapt quickly and must be organized with a strong sense of client service and ability to meet multiple tight deadlines. They will have a demonstrated ... teams, levels, and situations.Specific responsibilities include, but are not limited to: Bank Account ManagementSourcing and opening bank accounts, including all… more
- Intrepid Investment Bankers (Los Angeles, CA)
- …highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, ... the highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- GHJ (Los Angeles, CA)
- …Advisory and Accounting Network provides the resources needed to better understand client 's needs, attract a higher caliber of candidates and assess candidate ... departments, programs, and projects as required by funding terms and conditions.Negotiate bank loans, lines of credit, and other essential financial agreements on… more
- Bank of America (Newport Beach, CA)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Private Client Advisor II Newport Beach,... Private Client Advisor II Newport Beach, California **Job Description:**...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor. Weare agrowth-mindedwealth managementcompanythat offers… more
- JPMorgan Chase (Los Alamitos, CA)
- …their 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 ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- JPMorgan Chase (Long Beach, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the bank… more
- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... Associates and the branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals. **Key Qualifications… 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 ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships,… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers...benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients ... the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and… more
- Citigroup (Hermosa Beach, CA)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… more
- JPMorgan Chase (El Segundo, CA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- JPMorgan Chase (Los Angeles, CA)
- …your career to the next level. As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with our bankers, global investment ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...assist with product development and prospecting efforts + Research client inquiries and manage follow up communication and materials… more
- Bank of America (Los Angeles, CA)
- …with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management ... GWIM - Private Bank Custom Lending Executive Los...us! **Job Description** The Credit Executive (CE) is a client -facing role responsible for developing new custom credit relationships… more
- JPMorgan Chase (Los Angeles, CA)
- …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 ... next level. As an Investment Professional in the US Private Bank , you will provide integral daily...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- Bank of America (Los Angeles, CA)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth… more
