- JPMorgan Chase (San Francisco, CA)
- …family credit reviews) which summarizes the financial analysis completed on a client 's portfolio , including recommendations for future business. + Analyze ... credit decisions. Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned and verification of… more
- Motion Recruitment Partners (San Jose, CA)
- …of a dedicated team. In this role, you'll work with Motion's established and growing client portfolio to find the best tech talent on the market. This role ... candidates/clients using Motion's market research and sourcing programs. + Open new client accounts using proven sales best practices and the positive foundation of… more
- IBM (Costa Mesa, CA)
- …partnerships. * Account Planning and Business Value Articulation: Oversee a dedicated client portfolio and convey the distinctive value of IBM's technology ... * Motivation to achieve sales, business objectives and high client satisfaction. * Aptitude to utilize selling technologies to...travel may be required in this role, based on client needs and needs of the business. ~ IBM… more
- Cytel (Sacramento, CA)
- …for business development, account management and/or project execution leading to a large client portfolio (in value and numbers) under direct or indirect ... assigned Strategic Consulting accounts and projects, acting as the client 's primary point of contact for Strategic Consulting engagements,...and taking ownership for the strategic needs of the client . + For assigned accounts or areas of expertise,… more
- City National Bank (Sun Valley, CA)
- …services can meet their business or personal objectives. * Manages an active client relationship portfolio with an emphasis on expanding existing relationships ... the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship… more
- Bank of America (San Jose, CA)
- …address client needs and deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Zions Bancorporation (Fremont, CA)
- …outside business development activities. + Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more
- CBRE (San Francisco, CA)
- …management professionals responsible for providing real estate services to the client , including portfolio strategy, site selection, acquisitions, lease ... transaction projects. + Implement real estate plans with an understanding of the client 's strategic real estate goals. + Assist with project initiation and scope… more
- Bank of America (San Francisco, CA)
- …+ Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (Los Angeles, CA)
- …policy. + Manage underwriting process for an increase credit request to an existing portfolio client . + Pro-actively reach out to line partners, creating a ... of financial data and other information provided by the client and/or banker in the field + Oversee deal...the Senior Credit Officer + Monitor an assigned credit portfolio and complete periodic reviews; maintain a thorough understanding… more