- Wells Fargo (Irvine, CA)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… more
- Wells Fargo (San Francisco, CA)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... further provides guidance on a variety of banking and fiduciary topics including investment management , general trust...* Philanthropic services. * Closely held asset management . * Real estate… more
- City National Bank (Los Angeles, CA)
- …representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational ... CNS written and electronic correspondence for accuracy and compliance. Overseas the risk associated with the operational and administrative aspects of high net worth… more
- BlackRock (San Francisco, CA)
- …in assets under management , BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management ... BlackRock, Inc. ("BlackRock") and a nationally-chartered bank that provides investment management , trust and other fiduciary services for institutional clients.… more
- CIBC (San Francisco, CA)
- …+ Assemble quarterly/annual portfolio review presentation books + Update portfolio asset allocation schedules + Run performance reports + Complete securities ... and special projects + Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary )… more