- JPMorgan Chase (San Francisco, CA)
- …innovation and a customer centric mindset balanced with the ability to manage risk ( credit , operational, and reputational) appropriately + Show passion about ... for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client… more
- Comerica (Salinas, CA)
- …financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of ... portfolio customers in the banking center. Assist in community...Effective utilization of converge for customer relationship management. Operational Risk : Ensure compliance with applicable federal, state, and local… more
- HSBC (Beverly Hills, CA)
- …relationship and communications skills + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk ... as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the… more
- HSBC (San Francisco, CA)
- …relationship and communications skills + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk ... key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide… more
- Comerica (Tustin, CA)
- …wellness conversations to add value to customers relationships. + Support consumer portfolio management efforts to retain, expand and increase the number of ... portfolio customers in the banking center. + Assist in...Effective utilization of converge for customer relationship management. Operational Risk : + Ensure compliance with applicable federal, state, and… more
- Robert Half Office Team (Oakland, CA)
- Description Job Title: Senior Portfolio Manager Overview The Senior Portfolio Manager oversees the daily operations, compliance, staff, and maintenance of ... of assigned properties. + Ensure compliance with HUD, Section 42 Tax Credit , and local/state housing regulations. + Oversee leasing, rent collection, and timely… more
- Bank of America (Los Angeles, CA)
- …and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 ... and Wealth Management and facilitates client relationships with Product Specialists in Credit , Treasury Management, and Merchant Services in order to design and… more
- AIG (Los Angeles, CA)
- …Net Worth individuals. We are reimagining how we help customers to manage risk , transforming our operating model, and reshaping our role responsibilities and career ... Casualty group. + You will be responsible for assessing/analyzing the desirability of risk by identifying hazards and exposures for new and renewal business. + As… more
- PNC (Los Angeles, CA)
- …development on-the-job and formal classroom learning including an intensive 8-week credit training program designed to establish PNC's core competencies. Analysts ... segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets Group segments:… more
- CIBC (Newport Beach, CA)
- …and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks ... lending or deposit growth field. + You have demonstrated knowledge of credit , lending, investment strategy, trust administration and wealth management solutions. +… more
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