- JPMorgan Chase (Rancho Palos Verdes, 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
- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach,...Bank , we have grown to become a leading western -based regional bank with more than $50B in ... our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor. Weare agrowth-mindedwealth managementcompanythat offers… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly... has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more