- Citigroup (San Francisco, CA)
- …capacity . Bilingual - Cantonese/Mandarin . Experience in a proactive, successful sales and service role in the financial services industry . Strong ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** **Primary Location:** San… more
- Arup (Los Angeles, CA)
- …for over 75 years, guiding how we shape a better world. Arup's Management Consulting service sits within our Advisory Services practice and is a ... organizational design (desired) . Project management and delivery skills, including financial and risk management. . Strong commercial acumen, including leading and… more
- Deloitte (San Francisco, CA)
- …tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas of ... contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and financial advisory firm that provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and ... Wealth Advisor to their team-someone who is passionate about delivering personalized financial strategies and helping clients achieve their long-term goals. This is… more
- BMO Financial Group (CA)
- …owners to develop, identify and distinguish between their personal goals and financial needs + Empower business owners and families to navigate the transition ... combination of education and experience. + Broad knowledge of Bank products, services , and organization. + In-depth/expert knowledge of the wealth management and/or… more
- JPMorgan Chase (Los Angeles, CA)
- …amounts of information to develop innovative client solutions; knowledge of financial statement analysis required + Expert knowledge of equipment finance products, ... skills + General understanding of Commercial Banking products and services + Bachelor's degree required Preferred qualifications, capabilities and skills:… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal ... all family office activities comply with legal and regulatory requirements. Financial Administration + Overseeing day-to-day financial operations, bill payments,… more
- Mizuho Corporate Bank (San Francisco, CA)
- …are directly involved in the design, origination, structuring and execution of financial advisory , global capital markets, financial risk management, ... structured & syndicated finance, and other global products and services for existing and prospective clients. An Associate is expected to understand the… more
- City National Bank (Los Angeles, CA)
- …enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. * Establish ... that indicate adoption and will drive increased sales, optimal service , and greater client satisfaction. * Design, develop and...Minimum 7 years of experience in a related field ( financial services , CRM / customer relationship management… more
- Cushman & Wakefield (Los Angeles, CA)
- …role reports into the Director of the Financial Analysis Hub, an Advisory shared services platform supporting Capital Markets brokerage within the Americas. ... **Job Title** Manager, Financial Analysis Hub (Equity Debt & Structured Finance)...and private investment clients offering a range of debt advisory services including construction, bridge and permanent… more