- City National Bank (West Hollywood, CA)
- …Management * For Managed Solutions, structure client asset allocation appropriate with client's investment objectives and risk tolerance based on CNAM models. * ... point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals related to...existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB… more
- Bank of America (San Diego, CA)
- …and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (San Francisco, CA)
- …and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- MUFG (Los Angeles, CA)
- …developers and renewable energy holdings companies. The Associate will be a corporate finance professional, supporting investment grade & non- investment ... and required credit application according to policy, including evaluation of corporate , regulatory and industry risk , historical operating performance, projected… more
- City National Bank (Los Angeles, CA)
- …supervising auditors assigned to the audit in one of the following areas:The bank 's financial and operational audits 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, … more
- City National Bank (Los Angeles, CA)
- …on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the ... banks internal control environment. Fiduciary and private banking audits in corporate , employee benefit, and personal trust relationships, propriety mutual funds,… more
- JPMorgan Chase (Los Angeles, CA)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... level. As a Lending Specialist in the US Private Bank , you will work with our team to advise...+ Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations… more
- Truist (Los Angeles, CA)
- …review the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, ... close sales. CTES provides broad transactional expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and… more
- Columbia Bank (Irvine, CA)
- …within a defined scope and in partnership with CRE Managers in order to manage risk exposure consistent with bank loan quality guidelines that results in audit ... Commercial Banking Irvine, California **Description** **About Us:** At Columbia Bank , we create a great place to work by...loan structuring and other credit skills. Advises on the risk rating process and ensures timely and accurate documentation… more
- Bank of America (Los Angeles, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more