- Insight Global (Los Angeles, CA)
- …Skills and Requirements 47 years of experience in banking, investment, or wealth management roles. Strong client relationship and interpersonal skills. ... contact for high-net-worth clients, ensuring exceptional service and relationship management . Support money movement, account maintenance, and back-office operations.… more
- Citigroup (San Francisco, CA)
- The Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional ... coverage and product partners, coordinating Wealth 's engagement across the Global...to middle market family office clients with more traditional wealth and asset management needs ("Core Family… more
- Citigroup (Downey, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (San Francisco, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Los Angeles, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not… more
- Bank of America (Los Angeles, CA)
- …Description:** This job is responsible for providing legal support and strategic advice to the Global Wealth & Investment Management line of business on high ... , underwriters, document preparation groups, client facing personnel, risk management , compliance , regulatory and audit partners, and...and audit partners, and other functions that support the Global Wealth & Investment Management … more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi ... Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards **Qualifications:** + 15+ years of UHNW lending… more
- Sonos (Santa Barbara, CA)
- …inbound and outbound logistics, including strategic carrier selection, performance management , global expansion, distribution strategy and cost optimization. ... Oversee global fulfillment, transportation, customs, and trade compliance to ensure seamless product flow and regulatory adherence. + Direct the global … more
- S&P Global (CA)
- …and most ready to be sold to. + Create a cadence of monthly outreach in compliance with team KPI standards to ensure bookings goals and targets are met or exceeded. ... communications, including the ability to effectively present information to top management and executives (internally and externally) as required + Ability to… more
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