- 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
- HSBC (Beverly Hills, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- Citigroup (Los Angeles, 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
- Morgan Stanley (Pasadena, CA)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...* Mandarin speaking preferred *REPORTS TO:* * Business Service Officer Expected base pay rates for the role will… more
- Morgan Stanley (Pasadena, CA)
- …client relationship operations to help support the Financial Advisor/Private Wealth Advisor team scale their business. *DUTIES and RESPONSIBILITIES:* * Oversee ... The Chief of Staff is a strategic partner that supports a Financial Advisor/Private Wealth Advisor Team. The role provides an opportunity to contribute to the growth… more
- JPMorgan Chase (Santa Monica, 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
- City National Bank (Los Angeles, CA)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ("CNB") ... Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework leadership… more
- City National Bank (Beverly Hills, CA)
- **ACCOUNT OFFICER ENT** **WHAT IS THE OPPORTUNITY?** This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are ... 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 … more
- Citigroup (Studio City, 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
- Citigroup (Los Angeles, CA)
- The **Community Mortgage Lending Officer ** is an **experienced professional** 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
- Comerica (Los Angeles, CA)
- …demonstrates Sales and Credit skills learned in the program. * Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more