- Citigroup (Rolling Hills Estates, 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
- US Bank (Los Angeles, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banking Manager is accountable for all aspects of Insurance ... Shared responsibility for soliciting, developing, managing and retaining client relationship for Wealth Management. **Basic Qualifications** - Bachelor's… more
- City National Bank (Los Angeles, CA)
- * MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Audit Senior Manager /Director and senior management in meetings, presentations, and/or written reports… more
- US Bank (Northridge, CA)
- …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for ... empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products… more
- US Bank (Buena Park, 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
- City National Bank (Los Angeles, CA)
- *BUSINESS CONTROLS MANAGER * WHAT IS THE OPPORTUNITY? This position will work with the City National Bank's ("CNB") Business Control Officer ("BCO") team for ... and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more
- Live Nation (Beverly Hills, CA)
- …relationships with partners to drive business growth. Part problem-solver, project manager , and product expert, Customer Success Managers continually focus on ... ongoing client relationships. Agile, operational, and versatile, the Sr. Customer Success Manager is an advocate for their clients' needs across the business. WHAT… more
- US Bank (Sherman Oaks, CA)
- …customers reach their financial goals through collaboration with partners including wealth , business banking, mortgage, or payment services. Acts as leader for ... in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability… more
- City National Bank (Beverly Hills, CA)
- …Officer is positioned to proactively execute on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also ... clients. * Follows-through with solutions designed and requested by Clients/Account Managers/ Relationship Managers as determined to be correct. * Resolves problems,… more
- MUFG (Los Angeles, CA)
- …+ Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not to lead to overdraft + ... brief on the services CSD provides and support the relationship manager to market JCB's full service...industry is required + Prior experience in corporate banking, wealth management or at a senior retail branch level… more
- City National Bank (Los Angeles, CA)
- …services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain ... referrals/warm leads from existing clients to the Private Banker or Private Banker Manager . *Must-Have** * Bachelor's Degree or equivalent * Minimum 7 years of… more