- HSBC (Beverly Hills, CA)
- …we all share. Wealth is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of ... the proposition objectives. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as… more
- Citigroup (Burbank, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Northridge, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Santa Clarita, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- City National Bank (Pasadena, CA)
- *PRIVATE BANKING OFFICER III* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain… more
- Citigroup (Thousand Oaks, CA)
- The **Community Mortgage Lending Officer ** is an **experienced position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required. *Skills and… more