U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateLos Angeles, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice President or Executive DirectorIrvine, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorPasadena, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Managing Director, Private Banker, Orange County Citigroup IncManaging Director, Private Banker, Orange CountyCosta Mesa, CAExtensive 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. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Managing Director, Private Banker, Beverly Hills Citigroup IncManaging Director, Private Banker, Beverly HillsBeverly Hills, CAExtensive 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. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Citi Private Bank | UHNW Banker | Beverly Hills & Orange County Citigroup IncCiti Private Bank | UHNW Banker | Beverly Hills & Orange CountyCosta Mesa, 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.
Team Lead Private Banker City National BankTeam Lead Private BankerBeverly Hills, CARemote$141,830–$263,408 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Private Banker City National BankPrivate BankerBeverly Hills, CaliforniaRemote$127,626–$237,014 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
CA-WA Private Mortgage Banker (SAFE) Wells Fargo BankCA-WA Private Mortgage Banker (SAFE)Beverly Hills, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Private Client Banker - Sepulveda and La Tijera - Los Angeles, CA JPMorgan Chase & CoPrivate Client Banker - Sepulveda and La Tijera - Los Angeles, CALos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Sunset and Orange Grove - Los Angeles, CA JPMorgan Chase & CoPrivate Client Banker - Sunset and Orange Grove - Los Angeles, CALos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. As such, an employment offer for this position is contingent on JPMC''s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
NewPrivate Client Banker - Chinatown LA - Los Angeles, CA Bilingual Mandarin Required JPMorgan Chase & CoPrivate Client Banker - Chinatown LA - Los Angeles, CA Bilingual Mandarin RequiredLos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Client Banker - Montrose - Montrose, CA JPMorgan Chase & CoPrivate Client Banker - Montrose - Montrose, CAMontrose, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)Los Angeles, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications for Europe, Middle East & Africa only: Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Private Client Banker - Montrose - Montrose, CA JPMorgan Chase Bank, N.A.Private Client Banker - Montrose - Montrose, CAMontrose, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Client Banker - Sunset and Orange Grove - Los Angeles, CA JPMorgan Chase Bank, N.A.Private Client Banker - Sunset and Orange Grove - Los Angeles, CALos Angeles, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Wealth Analyst City National BankPrivate Wealth AnalystLos Angeles, CaliforniaRemote$87,027–$138,965 / yearFull timeSupports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
NewPrivate Client Associate East West BankPrivate Client AssociatePasadena, California$20–$30 / hourFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
Associate Banker -Technology Banking - Innovation Economy JPMorgan Chase & CoAssociate Banker -Technology Banking - Innovation EconomyIrvine, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As an Associate Banker in Technology Banking within our Innovation Economy Middle Market practice, you are client focused, enjoy building relationships and providing financial advice to your clients.
NewSenior Financial Planner (CFP®) - Private Banking Flagstar Bank NASenior Financial Planner (CFP®) - Private BankingBeverly Hills, CA$140,000–$170,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. Prepare and deliver financial planning analyses including multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning utilizing advanced financial planning software.