- City National Bank (Beverly Hills, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- City National Bank (Los Angeles, CA)
- …expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects of credit relationships for clients. Provides ... is elevated, if necessary, to the Credit Manager. * Assists in loan portfolio reviews and audits along with coordination and communication with Credit Operations… more
- City National Bank (Westlake Village, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- CBRE (Los Angeles, CA)
- …information, please visit www.cbreim.com . **About the Role** We are looking for a Portfolio Management Senior Analyst to be the fifth member of the firm's US value ... team. Based in Los Angeles, the Analyst will assist Portfolio Managers and executive leadership in driving the performance...+ Financial Operations and Investment Accounting & Reporting + Client Care and Client Solutions + Performance… more
- BlackRock (San Francisco, CA)
- …Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management, operating under BlackRock's SMA Solutions business. QIS is ... management and more. QIS also plays a pivotal role in client engagement and internal business development collaboration, supporting product activation and… more
- Equitable (Irvine, CA)
- …**Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management, ensure consistent ... communication and progress tracking + **Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** :… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...our recruitment team will provide more details. **Job Summary:** Portfolio management for designated customers. Responsible for the underwriting… more
- CIBC (San Francisco, CA)
- …credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In ... this role, you'll represent CIBC's credit solutions during client meetings, help develop innovative product offerings, and provide strategic guidance to enhance… more
- IBM (San Francisco, CA)
- **Introduction** At IBM, we're revolutionizing our approach to technology sales. Our Client Engineering teams are champions of co-creating solutions in real-time to ... solve complex business challenges. IBM Client Engineering Innovation Designers take a human-centered perspective in...you create will look less like a visual designer's portfolio and will be more service, research, and strategic… more