- City National Bank (Los Angeles, CA)
- …in SBIC, LIHTC and other private funds. Participates in the private equity management process by providing underwriting expertise. Analyzes prospective ... Support in the identification, sourcing, analyzing, preparing and presenting CRA Qualified Private Equity investment opportunities to the bank 's CRA Equity… more
- Umpqua Bank (Walnut Creek, CA)
- …manage a large book of business encompassing business development, financial planning, asset management , pipeline management , and a high-level understanding ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California...have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal… more
- City National Bank (Los Angeles, CA)
- …support for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* Trading ... second line of defenseSpecific experience and knowledge will be gained in:* Cross- asset and cross-product investments* Management of real time risk, reporting,… more
- Regions Bank (Pasadena, CA)
- …monitor loan and property performance and key performance indicators and assists with asset management and servicing of a real estate loan portfolio. The ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- JPMorgan Chase (Los Angeles, CA)
- …the selection and monitoring of alternative asset managers for the Global Private Bank , and advising clients on allocations to alternative investments . This ... and how the alternative platform offering fits the Global Private Bank strategy within a market context...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- JPMorgan Chase (Walnut Creek, CA)
- …relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management , Middle Market and One Chase to ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial… more
- Citigroup (Los Angeles, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- Wells Fargo (San Francisco, CA)
- …within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to support ... Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct … more
- JPMorgan Chase (Los Angeles, CA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...between various client segments of the Commercial & Investment Bank , by leveraging JP Morgan's extensive network and resources… more
- JPMorgan Chase (San Francisco, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible for a large book of… more