- American Red Cross (San Jose, CA)
- …meet with donors in person, by phone and video._** **_WHAT YOU NEED TO KNOW:_** The Gift Planning Unit at the American Red Cross seeks to secure planned gifts ... local regulations. **_WHERE YOUR CAREER IS A FORCE GOOD:_** + Manage overall gift planning strategy for complex portfolio and /or line of service needs. +… more
- HSBC (Cupertino, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value ... clients. Professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops,… more