Citi Private Bank | Uhnw Banker | San Francisco & Palo Alto Citigroup Inc.Citi Private Bank | Uhnw Banker | San Francisco & Palo AltoSan Francisco, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Associate Director, Investment Analyst Cresset CapitalAssociate Director, Investment AnalystSan Francisco, CARecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.
Investment Analyst, Venture Capital Cambridge Associates LLCInvestment Analyst, Venture CapitalSan Francisco, CADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Banking Senior Associate - Technology M&A Citigroup Inc.Investment Banking Senior Associate - Technology M&ASan Francisco, CA$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Vice President, Investment Banking MoelisVice President, Investment BankingSan Francisco, CAAlternatively, will accept a Bachelor's degree in Business Administration, Economics, Finance, Accounting or related field, plus five (5) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector. JOB REQUIREMENTS: Requires a Master's degree in Business Administration, Economics, Finance, Accounting or related field, plus two (2) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector.
Senior Lead Wealth Custom Credit Banker Wells Fargo & CoSenior Lead Wealth Custom Credit BankerSan Francisco, CA$185,000–$300,000 / yearThe role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. About this role: Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.
Wealth At Work, Managing Director, Investment Counselor Team Lead, West Region Citigroup Inc.Wealth At Work, Managing Director, Investment Counselor Team Lead, West RegionSan Francisco, CAFor those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team). They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region Citigroup IncWealth at Work, Managing Director, Investment Counselor Team Lead, West RegionSan Francisco, CAFor those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team). They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
Relationship Banker- San Rafael Area Bank of America CorpRelationship Banker- San Rafael Areacorte madera, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker- San Rafael Area San Rafael, California; Corte Madera, California; San Rafael, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker- Pleasant Hill Area Bank of America CorpRelationship Banker- Pleasant Hill AreaPleasant Hill, CA$25–$26.77 / hourBack to search results Relationship Banker- Pleasant Hill Area Pleasant Hill, California; San Ramon, California; Lafayette, California; Danville, California; Walnut Creek, California; Martinez, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - Peninsula North Bank of America CorpRelationship Banker - Peninsula NorthBurlingame, CA$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker - Peninsula North San Mateo, California; Foster City, California; Burlingame, California; Redwood City, California; Millbrae, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required Bank of America CorpRelationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin requiredSan Francisco, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker- Oakland Area Bank of America CorpRelationship Banker- Oakland AreaOakland, CA$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker Bank of America CorpRelationship BankerConcord, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker- Oakland Area- Cantonese Required Bank of America CorpRelationship Banker- Oakland Area- Cantonese RequiredAlameda, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - San Francisco Financial Market Bank of America CorpRelationship Banker - San Francisco Financial MarketSan Francisco, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - San Francisco West - Cantonese or Mandarin required Bank of America CorpRelationship Banker - San Francisco West - Cantonese or Mandarin requiredSan Francisco, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker- Petaluma Area Bank of America CorpRelationship Banker- Petaluma AreaPetaluma, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - San Francisco West Bank of America CorpRelationship Banker - San Francisco WestSan Francisco, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker - San Francisco West San Francisco, California; San Francisco, California; San Francisco, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - East Bay South Bank of America CorpRelationship Banker - East Bay SouthSan Leandro, CA$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker - East Bay South San Leandro, California; Hayward, California; Castro Valley, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.