- City National Bank (Los Angeles, CA)
- …to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and ... personal trust relationships, propriety mutual funds, investment management , broker/dealer and security sales and trading activities.IT audits including network,… more
- Umpqua Bank (Los Angeles, CA)
- …products or services including cross market solutions (ie lending, deposits, treasury management , wealth management , etc.). Leverages the Bank's turnkey ... banking experience or equivalent(Required). + Extremely strong relationship management skills including, but not limitedto:new business development, analytical… more
- Citigroup (Canyon Country, CA)
- …and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and wealth management . Citi Bank Retail ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Umpqua Bank (San Diego, CA)
- Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San Diego, California Seattle, Washington **Description** ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...on the profitability of the relationship. This is a sales - and solutions-focused position. + Business development of new… more
- Fifth Third Bank, NA (San Diego, CA)
- …#LI-JB1 Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... an largest existing portfolio of companies with annual gross sales of at least $20MM and generally less than...and financial statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital… more
- Wells Fargo (San Jose, CA)
- …partner closely with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the previously identified needs ... this role, you will:** + Participate in the Branch Banking Licensed Banker licensing program. This is a temporary...work holidays and weekends + Adherence to Wells Fargo sales practices risk management culture + US… more
- BMO Financial Group (Newport Beach, CA)
- …integrated BMO OneClient focus, partnering across all lines of business including Wealth , Retail, Business Banking , and Diversified Industries Group. The ideal ... relationships across our footprint with an emphasis on deposits, cash management , commercial cards and cross border/international fee income. In addition, the… more
- Citigroup (San Francisco, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (Beverly Hills, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Bank of America (Modesto, CA)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking , Foreign Exchange, and Wealth Management and ... + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business… more