- Bank of America (San Jose, CA)
- Private Client Advisor II San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
- Citizens (San Francisco, CA)
- …Treasury Services, the Private Bank, Global Markets and acts as a trusted advisor to the client 's executive management team. Must have a strong credit ... background and be able to represent client 's needs internally to deliver appropriate credit solutions that...internally to deliver appropriate credit solutions that satisfies the client and meets the Bank's risk appetite. Within the… more