Private Banker

Job Title: Private BankerCorporate Title: Director - Managing DirectorLocation: San Francisco, CA & Los Angeles, CAOverviewPrivate Bankers develop, manage, and retain client relationships. They are responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Their primary focus is...

Citi Global Wealth is a comprehensive business that serves the entire continuum of wealth clients. Our unified platform supports ultra-high-net-worth individuals and family offices through Citi Private Bank, while operating in the affluent and high-net worth segments through Citigold and Citigold Private Client.The team offers a range of services including...

**PRIVATE BANKING OFFICER II** **WHAT IS THE OPPORTUNITY?** Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works...

PRIVATE BANKING OFFICER IWHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-sell opportunities by assessing deposit portfolio and client needs. Works directly...

Role SummaryWe are seeking a highly motivated and experienced Private Banker to join our team at Deutsche Bank. As a key member of our team, you will be responsible for developing, managing, and retaining client relationships. Your primary focus will be on growth, increasing wallet share through cross-selling and attraction of new clients. You will identify...

Job DescriptionWe seek a seasoned Private Banker to join our team in San Francisco or Los Angeles. The ideal candidate will possess a strong track record of new business development, with a focus on expanding existing client relationships and cultivating new ones.Key responsibilities include presenting a holistic approach to clients, leveraging the entire...

PRIVATE BANKING OFFICER IWHAT IS THE OPPORTUNITY?Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly...

Job DescriptionA Private Banker at Deutsche Bank plays a critical role in developing, managing, and retaining client relationships. As a key member of our team, you will focus on growth, increasing wallet share through cross-selling and attraction of new clients. You will utilize your expertise in the market, industry, and Wealth Management's capabilities to...

Background: West Edge Partners is a private equity group focused on investing in business and consumer services, distribution and light manufacturing businesses in the lower middle market. The firm supports its partners through a value-added approach and looks to invest in both organic and inorganic growth initiatives. West Edge is Southern California based...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the...

Company OverviewDeutsche Bank is a leading global bank with a long history of innovation and excellence. Our Private Bankers are at the forefront of delivering exceptional client experiences, leveraging our comprehensive wealth management platform to provide tailored solutions that meet the evolving needs of our high-net-worth clients.

Company OverviewIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. With dedicated banking teams and over three decades of experience, we offer highly motivated individuals the opportunity to...

Selby Jennings is partnered with an recent Bulge Bracket banker in founding a Boutique in Los Angeles. This lean team is founded by a driven originator and with an active book of business, and is looking to add to their current team by bringing a motivated and entrepreneurial Investment Banking Associate to join a team executing live transactions.Ideal...

Citi Global Wealth combines the resources of Citi to deliver comprehensive wealth management solutions to clients. Our Private Bankers work closely with clients to understand their needs and develop tailored plans to achieve their financial goals.We offer a range of services including investment management, wealth planning, and estate planning. Our team is...

About Our TeamOur business management team in Los Angeles helps protect assets and preserve value by providing a concierge approach to service tailored to our clients' unique needs.As an Account Supervisor, you will be part of a dynamic team that works closely with clients to formulate goals, develop strategies, and long-range planning.You will collaborate...

Locations 2029 Century Park E, Los Angeles, CA, 90067, USJob Schedule Full timeJob Shift DayJob DescriptionThe JP Morgan Private Bank Client Center Team leads the operation of the firm's Client Centers around the world. Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment. We are...

About Us">MUFG is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Salary and Benefits">The compensation package for this role includes a competitive base salary, discretionary performance-based bonus and/or incentive...

About This RoleThis Private Banker position at Deutsche Bank requires a highly motivated and experienced individual to develop, manage, and retain client relationships. As a key member of our team, you will focus on growth, increasing wallet share through cross-selling and attraction of new clients. You will utilize your expertise in the market, industry,...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the...

Role Overview:As a Loan Documenter III, you will play a vital role in supporting our Private Bankers and Underwriters, ensuring all loan documents are prepared accurately and efficiently. This involves working closely with various departments, such as sales, lending, and legal, to guarantee seamless loan execution.Key Responsibilities:Develop and maintain...