- JPMorgan Chase (San Francisco, CA)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner ... first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are...You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on… more
- City National Bank (Beverly Hills, CA)
- …variety of Bank services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship ... operational integrity of the assigned area of responsibility. * Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in… more
- Umpqua Bank (San Jose, CA)
- …Wealth management services to these clients include: deposit, cash management, credit , investment management, and trust services. + Business development ... of client relationships. + Engage with bank partners for wealth management and implementation strategies to...and lending, required. + Proactive. + Working knowledge of credit structures. + Focused on client satisfaction. + Ability… more
- City National Bank (Los Angeles, CA)
- …for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* Trading and service ... FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Financial Services Analyst role is designed to develop the… more
- City National Bank (Los Angeles, CA)
- …reporting through RBC channels, and track implementation of remedial response(s) by the Bank . * Assist in scheduling and attend meetings for examiners with senior ... stakeholders and regulators, as well as effectively building relationships within the Bank . * Exceptional writing skills, with ability to synthesize complex concepts… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Leadership, client-facing role, directing deal teams working on asset ... complex loan and securities transactions. Perform all underwriting and work with Credit on all execution opportunities. Responsible for all components of loan, 144a,… more
- JPMorgan Chase (San Francisco, CA)
- …with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, ... + Daily account administration: unblocking of accounts, setting up credit lines + Advisory and brokerage accounts trade execution...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (San Francisco, CA)
- …banking solutions for your clients. Global Corporate Banking is part of the Commercial & Investment Bank at JP Morgan and focuses on small-, mid-, and large-cap ... management, deal team members and product partners across the Commercial & Investment Bank , globally **Required Qualifications, Capabilities and Skills** +… more
- BMO Financial Group (Los Angeles, CA)
- …responsible for preparing well-reasoned credit proposals in accordance with sound credit -granting principles and in compliance with Bank policy & procedures. ... + Protect the Bank 's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with sound credit -granting… more
- Banc of California (Arroyo Grande, CA)
- …of a borrower(s) and guarantor(s) balance sheets and cash flow to determine the bank 's interest in providing a credit facility for the designated purpose. + ... once the decision to proceed is made. + Prepare investment analysis and credit package for review...Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act… more