- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (Downey, 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
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability analyze client needs, identify cross-sell opportunities… more
- JPMorgan Chase (Van Nuys, 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 (Beverly Hills, CA)
- *ACCOUNT SUPPORT OFFICER * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… more
- Citigroup (Covina, 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
- Wells Fargo (Long Beach, CA)
- …trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client &… more
- Umpqua Bank (Los Angeles, CA)
- Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San Diego, California Seattle, Washington **Description** ... we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting… more
- City National Bank (Los Angeles, CA)
- *ASSISTANT INVESTMENT OFFICER (FLOATER)* WHAT IS THE OPPORTUNITY? Assist Investment Officers in managing and servicing a highly diverse, high net-worth client base. ... Investment Advisory Program. Support the Financial Advisors when the Investment Relationship Officers are not available. * Excellent interpersonal skills and … more
- City National Bank (Los Angeles, CA)
- …Work with Investment Services Managers in the managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in ... Currency (OCC) as well external and internal auditors and the WMS Compliance Officer . Assure that trust policies and procedures coincide with division and bank… more
- City National Bank (Los Angeles, CA)
- …position will work with the City National Bank's ("CNB") Business Control Officer ("BCO") team for Corporate Functions, specifically Finance and Accounting, and will ... and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more