- City National Bank (Los Angeles, CA)
- …WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account ... * Bachelor's Degree or equivalent * Minimum 2 years of experience in the investment management industry * Minimum 2 years of experience in using Microsoft Office… more
- City National Bank (Los Angeles, CA)
- …Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, ... with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * Risk… more
- City National Bank (Studio City, CA)
- …and document storage related to AgilLink. * Identify training needs and recommend services to fill client knowledge gaps. * Use remote connectivity tools to support ... * Minimum 3 years of experience in a customer service helpdesk environment. * Minimum 1 year of experience...R, DIV, INT) * Experience with Financial Accounting and Investment Brokerage Accounts *WHAT'S IN IT FOR YOU?* *Compensation*Starting… more
- JPMorgan Chase (San Francisco, CA)
- …in a specific industry with sales sizes ranging from $20 million to $2 billion The Healthcare Services team is part of JP Morgan's Commercial Bank in its ... of a team to introduce our comprehensive solutions to clients. As a Banker , you are responsible for growing and retaining profitable relationships within the… more
- PNC (San Francisco, CA)
- …industry coverage of Pharmaceutical & Biotechnology, Medical Device and Medtech, Pharma Services & Technologies, and Pharma Supply Chain clients and prospects across ... strategies and tactics including portfolio management, client selection, advisory services , sales efforts, underwriting/credit analysis, transaction vetting, marketing and… more
- JPMorgan Chase (Irvine, CA)
- …portfolio, which is comprised of Technology, Disruptive Commerce, Life Sciences and Healthcare Services industry groups. You will promote international revenue ... You are customer focused, enjoy building relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As… more
- Edwards Lifesciences (Irvine, CA)
- …banking terms and services + Oversee daily cash flow, forecasting, and bank account structures to maintain liquidity + Lead project finance reporting and cash ... of treasury (eg, cash management, banking, capital markets, foreign currency, investment ) + Good understanding of Generally Accepted Accounting Principles (GAAP) +… more