- Comerica (Costa Mesa, CA)
- …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple… more
- Gavin de Becker & Associates (San Francisco, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... with clients and become subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and… more
- Wells Fargo (Encinitas, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- JPMorgan Chase (Los Angeles, CA)
- …assets, is a global leader in investment and wealth management. Serving institutions, high - net - worth team members, and retail investors worldwide, the ... for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, Capabilities and… more
- Wells Fargo (Huntington Beach, CA)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... About this role: Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National...role you will: * Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Zions Bancorporation (Irvine, CA)
- …division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services often ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and exposures for new and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing… more
- SitusAMC (Los Angeles, CA)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... + Proven track record of originating and closing a high volume of CRE loans + At least 15+...determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays,… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... builds prospect lists. + Provides technical direction to management, less senior specialists, underwriters, producers, and claims adjusting personnel. + Communicate… more
- City National Bank (Los Angeles, CA)
- * SENIOR CREDIT RISK REVIEW OFFICER* WHAT IS THE...leveraged loans is highly desired, along with understanding of high net worth and private ... client lending and retail loan products. * Thorough knowledge of Probability of Default (PD) and Loss Given Default (LGD) systems required. * Must be able to lead a team of examiners in the successful completion of credit risk review activities and related… more