- 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
- PNC (Los Angeles, CA)
- …+ Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets Group segments: ... analysts master PNC's product set to excel in analytics, credit , relationship management , sales and financial modeling....to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about… more
- Zions Bancorporation (Irvine, CA)
- …quarterly Managed Portfolio Growth goals. + Demonstrates clear understanding of risk management and covenant tracking procedures. + Responsible to make ... clients and company principals, perform underwriting functions and continually monitor credit quality. + Higher level Commercial Bankers may oversee lower-level… 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
- Robert Half Office Team (Oakland, CA)
- …schedules, inspections, and work orders are completed. + Provide leadership in safety, risk management , and customer service. + Prepare reports, meet deadlines, ... Description Job Title: Senior Portfolio Manager Overview The Senior Portfolio ...properties. + Ensure compliance with HUD, Section 42 Tax Credit , and local/state housing regulations. + Oversee leasing, rent… more
- Ally (Sacramento, CA)
- …* Improve portfolio revenue by practicing sound underwriting judgment and risk management principles. * Ensure compliance with underwriting policies; elevate ... their assigned territory. The territory assigned will require the management of a portfolio of dealers and... risk issues and stay abreast of constant changes in… more
- Intuit (San Diego, CA)
- …cross-functional teams spanning marketing, product, design, business development, analytics, finance, credit , risk , legal, strategy, sales, and customer success. ... and make significant progress in solving systemic issues in small business cash management , and the global pandemic has accelerated rapid changes in adoption of new… 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
- US Bank (Newport Beach, CA)
- …and clients. The Relationship Manager provides financial advice and partners with internal portfolio management and risk teams to approve loans within ... assigned limits and monitors ongoing portfolio credit quality. The Middle Market Healthcare... of commercial loans + Strong leadership and strategic management skills + Healthcare experience **The role offers a… more
- Black & Veatch (San Jose, CA)
- …for new/repeat business; supports complex contract negotiations with appropriate client management Manages varied complex risk which includes fixed price ... this role, you will have the opportunity for business management with priorities on client relationship development in the...asset use, meet performance goals, reduce costs, and mitigate risk no matter where the water industry goes next.This… more