- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management . * Has the ability analyze client needs, identify ... SEC requirements for annual investment reviews. * Prepare operational reports for CNS Management to assist with the tracking and supervision of the Program accounts.… more
- Bank of America (Beverly Hills, CA)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management … more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- BlackRock (San Francisco, CA)
- …or New York BlackRock is a world-class provider of global investment management , risk management and advisory services to institutional, intermediary and ... range of solutions - from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing… more
- Wellington (San Francisco, CA)
- …also have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales, paired with strong ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...in partnership with the Business Development Managers to generate asset flows in their region. This role will also… more
- BlackRock (San Francisco, CA)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients, from wealth ... Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS is responsible for… more
- CIBC (San Francisco, CA)
- …Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services. ... discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for day-to-day… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management , family office administration,… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational… more