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Vice president of sales investment banking Jobs in San Jose, CA

18 Jobs

  • 3.0
    Union Bank, N.A. – San Jose, CA
    13 days ago 13d
    complexity of Wealth Planning, investment management, risk management, estate&business planning, banking, and loan needs of high net… use of wealth planning, investment services, risk management, trust and estate services, and banking and loans. Private Wealth…
  • 2.9
    Mitsubishi UFJ Financial Group – San Jose, CA
    $41k-$64k(Glassdoor est.)
    9 days ago 9d
    of profiling and the sale of consumer and business loans, deposit and investment products and other banking services to meet or… handling and identifying sales opportunities. Develop long-standing and mutually beneficial banking relationships through the…
  • 2.9
    Mitsubishi UFJ Financial Group – San Jose, CA
    27 days ago 27d
    UnionBanc Investment Services, a wholly owned subsidiary of Union Bank, is a trusted and highly respected broker-dealer and… and servicing of UnionBanc Investment Services products to internal and external prospects of the bank. These activities include…
  • 2.9
    Mitsubishi UFJ Financial Group – San Jose, CA
    17 days ago 17d
    complexity of Wealth Planning, investment management, risk management, estate & business planning, banking, and loan needs of high net… use of wealth planning, investment services, risk management, trust and estate services, and banking and loans. Private Wealth…
  • 3.0
    Union Bank of California – San Jose, CA
    $48k-$76k(Glassdoor est.)
    11 days ago 11d
    of profiling and the sale of consumer and business loans, deposit and investment products and other banking services to meet or… handling and identifying sales opportunities. Develop long-standing and mutually beneficial banking relationships through the…
  • 3.7
    J.P. Morgan – Palo Alto, CA
    $126k-$189k(Glassdoor est.)
    NEW
    management disciplines, including investment management, wealth structuring, philanthropy, credit and banking. Primary Function… acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also…
  • 3.0
    Union Bank, N.A. – San Jose, CA
    $48k-$76k(Glassdoor est.)
    30+ days ago 30d+
    of profiling and the sale of consumer and business loans, deposit and investment products and other banking services to meet or… handling and identifying sales opportunities. Develop long-standing and mutually beneficial banking relationships through the…
  • 3.7
    J.P. Morgan – Palo Alto, CA
    $126k-$189k(Glassdoor est.)
    11 days ago 11d
    allocation and manage clients’ investment portfolio · Initiate and close sales of complex investment products Qualifications ·… management disciplines, including investment management, wealth planning, philanthropy, credit and banking. Primary Function As a…
  • 3.6
    Charles Schwab – Menlo Park, CA
    $129k-$175k(Glassdoor est.)
    11 days ago 11d
    planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices… Nicole Thomas 0727-35301 We believe that, when done right, investing liberates people to create their own destiny. We are driven…
  • 2.4
    UnionBank – San Jose, CA
    $51k-$81k(Glassdoor est.)
    30 days ago 30d+
    of profiling and the sale of consumer and business loans, deposit and investment products and other banking services to meet or… handling and identifying sales opportunities. Develop long-standing and mutually beneficial banking relationships through the…
  • 3.4
    Stanford Health – Palo Alto, CA
    HOT
    Job Summary The VicePresident and Corporate Controller reports to the Chief Financial Officer of Stanford Health Care (SHC… the operating budget for the departments reporting to the VicePresident and Controller which include Accounting, Revenue and Reimbursement…
  • 3.6
    Charles Schwab – Menlo Park, CA
    $128k-$176k(Glassdoor est.)
    15 days ago 15d
    industry and investment knowledge Excellent communication skills and a track record of proven success in sales, sales leadership… planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices…
  • 2.9
    Mitsubishi UFJ Financial Group – Palo Alto, CA
    NEW
    understand complex banking, credit, investment, insurance and estate/business planning needs of clients and engage Union Bank Wealth, Business… business partners (Wealth, Private Bank partners, Mortgage, Business / Commercial, Investments etc.) to deliver comprehensive, holistic…
  • 3.0
    Union Bank, N.A. – Saratoga, CA
    25 days ago 25d
    Description: UnionBanc Investment Services, a wholly owned subsidiary of Union Bank, is a trusted and highly respected broker-dealer… and servicing of UnionBanc Investment Services products to internal and external prospects of the bank. These activities include…
  • 3.3
    Duff & Phelps – East Palo Alto, CA
    26 days ago 26d
    Pagemill Partners, a division of Duff & Phelps, is a premier investmentbank with a specialization in merger and acquisition (M&A) advisory… ours. Responsibilities: The Duff and Phelps investmentbanking practice focuses on providing merger and acquisition,…
  • 3.0
    Union Bank of California – Palo Alto, CA
    NEW
    understand complex banking, credit, investment, insurance and estate/business planning needs of clients and engage Union Bank Wealth, Business… business partners (Wealth, Private Bank partners, Mortgage, Business / Commercial, Investments etc.) to deliver comprehensive, holistic…
  • 3.7
    MUFG – Palo Alto, CA
    30+ days ago 30d+
    understand complex banking, credit, investment, insurance and estate/business planning needs of clients and engage Union Bank Wealth, Business… business partners (Wealth, Private Bank partners, Mortgage, Business / Commercial, Investments etc.) to deliver comprehensive, holistic…
  • 3.0
    Union Bank, N.A. – Palo Alto, CA
    30+ days ago 30d+
    understand complex banking, credit, investment, insurance and estate/business planning needs of clients and engage Union Bank Wealth, Business… business partners (Wealth, Private Bank partners, Mortgage, Business / Commercial, Investments etc.) to deliver comprehensive, holistic…
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