- City National Bank (West Hollywood, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- City National Bank (Los Angeles, CA)
- …portfolio across middle market, commercial banking, and mid corporate clients as well as asset management and/or entertainment firms. * Act as a senior ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...law shall be subject to criminal penalties and civil liability . *Represents basic qualifications for the position. To be… more
- City National Bank (Los Angeles, CA)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more
- Gilead Sciences, Inc. (Foster City, CA)
- …discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking ... be opportunities to counsel and present to our business leaders including executive management across the company and serve as a representative in external forums.… more
- City National Bank (Los Angeles, CA)
- …integrated financial services and advice to clients including: banking, credit, asset management , trust and estate planning. Manages overall relationship ... Commercial and Specialty Banking Division and to generate opportunities * Relationship Management * Manage relationships by leading the client team in planning,… more