- HSBC (Beverly Hills, CA)
- …products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of ... experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth … more
- Citigroup (La Canada Flintridge, 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
- Citigroup (Burbank, CA)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- BMO Financial Group (Pasadena, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... Provides advisory-based sales and relationship management to attract, retain and grow a...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- The Walt Disney Company (Burbank, CA)
- …+ Work, Think and Act Independently + Initiative + Organized / Good Time Manager + Responsibility + Relationship Building + Ability to work on multiple ... projects at one time + Detail-oriented + Goal-oriented + Passion for learning + Teamwork + Analytical + Basic Math + Conflict Resolution + Customer Service + Interpersonal + Phone Skills + Reading + Sales + Verbal and Written Communication Preferred… more
- JPMorgan Chase (Pasadena, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for… more
- JPMorgan Chase (Calabasas, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Bank of America (Beverly Hills, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Los Angeles, California;Beverly Hills, California **Job Description:**... Los Angeles, California;Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. + Follows-through with plan designed by Relationship Manager for customer, as defined. + Resolves problems,… more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. + Follows-through with plan designed by Relationship Manager for customer, as defined. + Resolves problems,… more
- International Rescue Committee (Glendale, CA)
- …the western region by managing a portfolio of donors, prospective donors, and suspects with wealth capacity ratings of at least $500K and up to $2.5M. They will also ... gifts to IRC. They will encourage fundraisers to function as relationship managers, using donor-centric fundraising practices, and deploying IRC leaders throughout… more
- Citigroup (Beverly Hills, CA)
- …existing private bank client relationships + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and present competitor ... enhancements, and industry developments + Create and maintain a solid working relationship with the overall banking & custody team, product partners and colleagues… more
- The Walt Disney Company (Burbank, CA)
- …addressing complex member inquiries, and providing support to the Member Experience Manager when needed with the potential to be trained in mortgage transactions. ... and ethical service standards set by Partners. **Essential Responsibilities:** Member Relationship Management + Responsible for identifying and building a network of… more
- Parker Hannifin Corporation (Simi Valley, CA)
- …Meggitt customers, responsible for ensuring the most efficient and positive relationship with Meggitt's customers, while enabling level-loading of production and ... + Able to escalate matters to the Customer Account Manager and use judgement as to when this appropriate....are proud to offer competitive benefits designed with health, wealth , and well-being in mind. Our competitive package includes:… more
- Live Nation (Beverly Hills, CA)
- …conference rooms and networks in accordance with procedures provided by the relevant team Manager . + To advise customers & fellow IT team members on Best Practices ... unique challenges beyond standard support tickets. + Excellent customer/stakeholder/colleague relationship skills, including conflict management. + Customer focused, and… more