Elite Wealth Advisor & Relationship Manager
Citigroup Inc
Citigroup Inc. in Whittier, CA is seeking a Wealth Relationship Manager to deepen client relationships within the affluent and high-net-worth segments.
You will tailor financial planning, investments, and banking solutions with a client-centric approach, leveraging product specialists for holistic plans. The role requires 5-8 years of experience, strong finance and communication skills, and FINRA registrations.
#J-18808-Ljbffr- ...East West Bank is hiring a Premier Relationship Manager in San Gabriel, California. This role involves advising clients on financial solutions and strategies for growth. Candidates should have a Bachelor’s degree and at least 5 years of experience in financial services...Suggested
$83.92k - $125.88k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth... ...including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)...SuggestedFull timeWork at office- East West Bank in California is seeking a Relationship Banker to deliver high-touch banking across customer touchpoints and to cultivate... ...bank’s latest digital tools. You will source and develop loans, manage deposits and wires, and help clients access online and mobile...Suggested
$8k
...doing... With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... .... Proactively establishing, building and maintaining relationships with key decision makers. Effectively presenting and creating...SuggestedFull timeTemporary workPart timeWork experience placementShift work- ...you are customer focused, enjoy building relationships and providing financial advice to your... ...clients, a role as a Business Relationship Manager is for you. As a Business... ...partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams)...SuggestedWork experience placement
$8k
...doing... With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... .... Proactively establishing, building and maintaining relationships with key decision makers. Effectively presenting and creating...Full timeTemporary workPart timeWork experience placementShift work$78.2k - $100.05k
...Key Account Manager - Rental Location: Pico Rivera, CA, US, 90660 Cintas is seeking a Key Account Manager - Rental. The Key Account... ..., retaining, and growing customers through effective relationship-building within an assigned territory. The Rental Location Key...Full timeLocal areaShift workDay shift- ...in Whittier, CA seeks a Private Client Advisor to deliver comprehensive financial... ...digital tools to educate clients and deepen relationships. The role focuses on building a... ...provide holistic financial coaching and wealth management solutions for diverse client needs....
- ...Maintain compliance with Quality Control and product code date standards Plan and conduct regular sales visits to accounts Manage accurate inventory levels to minimize out-of-stock and out-of-code issues Monitor product placement and rotation in both selling...
$90k - $160k
..., operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other... ...globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more...Full timeWork experience placementLocal area- ...This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at BMO...Local area
$310k - $420k
...and drafting loan agreements, security documents and other related contracts, ensuring compliance with regulatory requirements and managing potential risks. By leveraging our extensive knowledge of global financial markets and regulations, our Debt Finance Practice...Contract workWork at office- Kroger Family of Companies in Whittier, CA is seeking a Courtesy Clerk/Grocery Bagger to provide exceptional service at checkout, bag groceries carefully, and assist customers with loading bags into their cars when possible. You will help keep the store clean and safe, ...Local area
- G&M Oil Company, Inc. is seeking a customer-focused store associate in Southern California to deliver friendly service at our fueling stations and convenience stores. You will handle cash transactions, operate the POS system, stock shelves, keep the store clean, and follow...
- ...Sales Specialist 2 (Operations) in California to blend guest engagement with operational excellence. You will drive sales per hour and manage core cash office tasks while supporting customer service and trade programs. The role emphasizes brand representation, SOP...Hourly payWork at office
$71k - $135k
...for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and... ...accountabilityExcellent understanding of financial planning, wealth management, and client-needs assessmentApplicants...Full time$140k - $160k
...needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exchanges... ...trendsRisk factorsFinancial ConditionDevelop and execute a Relationship Development Plan tailored to each customer’s needs and update...Full timeLocal area$175k - $200k
GENERAL SUMMARYRelationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone...$130k - $170k
GENERAL SUMMARYRelationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone...- ...would be nothing without our successful sales team. The Regional Development Manager will have a strong understanding of the sales process, excelling at generating leads, building relationships, and closing deals. The ideal candidate will be a quick learner with strong...
$83.92k - $125.88k
...Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities...Full time$63.3k - $117.2k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration... ...provides solutions though the sales of managed products and services (e.g. mutual funds... ...lending, and investments).Implements a relationship management plan in collaboration with...Part timeLocal area$200k
...Gabriel, CA | Ontario, CA Compensation: $200,000+ (Base + Incentive) The Senior Vice President, Relationship Manager serves as a senior-level rainmaker and trusted advisor, responsible for originating, managing, and expanding a sophisticated commercial banking...$80k - $100k
...cleared red light therapy technology ( WIRED reviewed the iRestore Elite Laser Hair Growth System and shared firsthand testing insights (... ...! Position Overview iRESTORE is seeking a Customer Success Manager to lead the day-to-day performance of our global Customer...Remote jobFull timeWork from home$401 per month
...credit analysis and spreads on financial information and review application for SBA eligibility determination and communicate with management on loans.Site visitations to new borrowers and existing borrowers.Prepare & review files for policy, regulatory, and...Full timeWork experience placementImmediate startFlexible hours$71k - $140k
...absolute integrity. East West Bank gives people the confidence to reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Full timeLocal area$104k - $194k
...about delivering extraordinary care. This Sr. Institutional Relationship Manager role will cover portions of the Western part of the country... ...a defined list of retirement plans including, Plan Sponsor, advisor/consultant, Operations service team relationships. You’ll manage...Full timeTemporary workPart timeCasual workWork from homeHome office- ...Relationship Banker - Los Angeles North Orange Whittier, California;La Mirada, California; Gardena, California; Paramount, California; La... ...partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
- ...FVP/SVP Relationship Manager (Project Management) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success...
$121.9k - $262.1k
...Senior Relationship ManagerMake banking a Fifth Third better® We connect... ...(e.g. loans, treasury management, capital markets) based on clients... ...., Capital Markets, and Wealth Management etc.) analyze, evaluate... ...and Client's trusted advisors (e.g. attorney, accountants)...Work experience placementWork at officeLocal area
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