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(i) support the Family Wealth Advisor Teams in the delivery of strategic planning solutions, including financial planning, estate planning and family governance planning; (ii) prepare and deliver certification training to the Private Client Services Teams; and (iii) oversee the preparation and delivery of strategic wealth solutions by Wealth Strategists and Associate Wealth Strategists. Specifical
Posted 4 days ago
Sr Lead CBG Relationship Mgr (039212) What sets Bank of the West apart from other banks is our team members they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values straightforward, entrepreneurial and optimistic. We seek to create a corporate c
Posted 3 months ago
Responsible for the distribution of Lease transactions within the National Banking Division (NBD), Agribusiness Division (ABD) and other divisions. Actively calling on existing investor base and developing new investor relationships with the objective of determining market clearing structures and pricing for Bank of the West (BOW) originated transactions. Will work closely with Equipment Financing
Posted 3 months ago
Responsible for the investment management and client relations for various types of accounts, personal trusts and institutional plans. May also be responsible for the management of an investment style or an asset management product. Manages accounts of key importance or of a complex nature. Essential Job Functions Provides advice and guidance to trust account administrators with respect to investm
Posted 4 months ago
Seasoned Professional contributor works independently with limited supervision. The WMG Relationship Manager is the first initial point of contact and the primary contact to bank of the West's highest income / net worth client's portfolio with a focus on $250k affluent and $ 25M high net worth. The Relationship Manager is responsible for managing a portfolio of clients; maximizing client engagemen
Posted 5 months ago
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