- JPMorgan Chase (Los Angeles, CA)
- …role as a Region Manager in Commercial Banking is for you. As a Region Manager in the Commercial Bank , you will be leading our Emerging Middle Market and ... marketing, etc; in addition to other lines of business including Investment Banking and Asset Management. **Required qualifications, capabilities, and skills** +… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …traders and underwriters. + Generate revenue at level exceeding goal determined by Sales Manager . + Make customer/prospect referrals to other corporate calling ... maintaining profitable distribution of fixed income product in assigned territory through sales of primary and secondary market investment products to… more
- BMO Financial Group (Newport Beach, CA)
- Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the ... retail sales program / products to grow market share. Establishes...with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed… more
- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative product investor ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- US Bank (Watsonville, CA)
- …understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using US Bank 's Asset ... At US Bank , we're on a journey to do our...architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence,… more
- Bank of America (Redding, CA)
- …and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- Columbia Bank (Irvine, CA)
- …as preform the quality control function for Registered Investment Advisors, Investment Sponsors, High Net Worth Clients, Institutional Sales and other key ... be a resource to client service personnel that discuss investment transactions related to private equity, real estate and...alternative investments or finance required. + Strong knowledge of Bank 's products and services and excels in selling … more
- US Bank (Aptos, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... At US Bank , we're on a journey to do our...rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead… more
- Citigroup (Los Angeles, CA)
- The Mid-Corp Food, Beverage and Agribusiness Relationship Manager is a strategic professional who closely follows latest trends and adapts them for application ... of strategic initiatives launched centrally at all levels (Group, Bank , commercial market and EIB) + Networks with clients...79, 63, SIE + Sound knowledge of banking and investment products and process as well as a track… more
- Bank of America (Newport Beach, CA)
- …financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: ... to partner and promote lead generation. + Experience balancing investment management, sales activities and new client...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more