- City National Bank (Beverly Hills, CA)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... team, the division, CNB, and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current… more
- City National Bank (Los Angeles, CA)
- …Team player with ability to take direction from all levels of Bank management, as well as drive key initiatives and department strategy independently; ... within the LOB and track performance thereof; communications with key partners in the Bank . * Key person involved in the collateral performance and review for … more
- City National Bank (Los Angeles, CA)
- …programs required for the day-to-day administration of client accounts. * Interact with bank and CNS personnel as needed and keep Financial Advisors apprised of ... including personal, business (entity), fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client requests… more
- City National Bank (Los Angeles, CA)
- …Provide oversight on mortgage secondary marketing activities, including whole loan sales , bulk loan trades and securitization. Review and challenge credit policies, ... and exception lending trends to ensure alignment with the bank 's risk appetite. WHAT WILL YOU DO? * Review...* Support the credit risk framework that balances the Bank 's current situation, desired credit culture, industry "best practices",… more
- City National Bank (Los Angeles, CA)
- …vendor management, and product financials management. The TMS PM works with bank stakeholders, vendors and clients to continuously improve the product offering, ... and cost; analyze and report on program performance to bank management. * Financial management: keep track of costs...relationship support: works directly with clients in partnership with Sales teams in order to fully understand clients, client… more
- JPMorgan Chase (Irvine, CA)
- …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 constantly challenge ... level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- JPMorgan Chase (Los Angeles, CA)
- …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 constantly challenge ... balance sheet and re-introduce the capabilities of the Private Bank . National Client Fund Bankers are responsible for a...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong teamwork… more
- Citigroup (Los Angeles, CA)
- …is knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also ... should have a strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Relationship Manager… more
- City National Bank (Los Angeles, CA)
- …level for fraud risk management at CNB across all City National Bank , subsidiaries, and to develop, design and implement consistent systemic capabilities combating ... for deep dive, initiate or lead deep dive assessments in the bank , as required. * Participate in committees or associated governance/review activities on… more
- City National Bank (Beverly Hills, CA)
- …and coaching of branch office service colleagues. This person will support sales colleagues to build and maintain branch client relationships. Ensures regulatory ... exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to… more