- JPMorgan Chase (Irvine, CA)
- …appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by ... JP Morgan's Chief Investment Officer . You will also provide advice to existing clients...experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals… more
- HSBC (Arcadia, CA)
- …required + Mandarin language (mandatory) + Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing ... all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value… more
- City National Bank (San Francisco, CA)
- …of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside ... sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products...* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT… more
- Citigroup (San Francisco, CA)
- …global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, ... a covered industry vertical directly supporting the responsible Credit Officer . CLM is essential for the delivery of a...and Independent Risk, to execute on the firm's and client 's business objectives. This can include working capital solutions,… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- Description Chief Financial Officer (CFO) - Manufacturing | 100% Onsite - Los Angeles, CA Are you a hands-on financial leader who thrives in a fast-paced, ... growth-focused environment? Our client , a well-established and expanding manufacturing company in Los...in Los Angeles, is seeking an experienced Chief Financial Officer (CFO) to join their leadership team. This is… more
- Cognizant (Sacramento, CA)
- …more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into ... Specialist will be a "trusted advisor" to both the client and the Cognizant Client Partner blending...a $50M+ business unit and be the chief growth officer for that portfolio. . Partner with practices and… more
- Citizens (Newport Beach, CA)
- …Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking , grow deposits, and expand in key growth markets. We are looking for ... white glove experience to clients that results in long-term client loyalty. Ideal candidates will have a client...from inquiry through post-closing (eg, presents loan to Credit Officer for approval, locks & submits loans, collects conditions,… more
- City National Bank (Los Angeles, CA)
- …funding have been met prior to the release of loan documents to the client for execution. * Obtains insurance documentation for new loans when required. Ensures that ... quality control, and responsiveness. * Handles customer and CNB colleague (RM, Credit Officer , Manager, etc.) requests for loan requests WHAT DO YOU NEED TO SUCCEED?… more
- ManpowerGroup (San Dimas, CA)
- Our client , in HR Technology is seeking AML Analyst to join their team. The ideal candidate will have at least 1 year of Anti Money Laundering experience, strong ... or suspicious activity. + Document and escalate findings to the Compliance Officer , government agencies (including SAR and CTR filings), and ADP Global Security.… more
- Huntington National Bank (Newport Beach, CA)
- …and other pertinent underwriting issues to present to the approving Credit Officer . + Ensures underwriting and structuring decisions reflect commitment to strong ... development of marketing presentations and pitch books highlighting product solutions for client needs. + Identifies potential problem accounts and works to improve… more