- JPMorgan Chase (San Diego, CA)
- …referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all ... comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction… more
- Citigroup (San Francisco, CA)
- …issues with transparency. **Qualifications:** + 10+ years of experience + Sound knowledge of banking and investment products and process as well as a track ... record of providing sound banking and financial advice and solutions to clients + Demonstrates intermediate to advanced credit skills; structures more complex deals,… more
- BMO Financial Group (Los Angeles, CA)
- …identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and ... develops roadmap for strategic execution. + May network with industry contacts to gain competitive insights and best practices. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. +… more
- Comerica (Costa Mesa, CA)
- …team members to understand key business functions (eg, risk management, investment analysis, client services). Contribute to small projects under supervision, ... ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the… more
- City National Bank (Los Angeles, CA)
- …design to deliver strong Fraud Solutions. This role is part of the Banking and Investment servicesThe Fraud Controls and Surveillance lead is responsible ... for developing, managing and maintaining Fraud Controls Strategy that aligns with Fraud Risk Program. The Individual will be responsible for building advanced fraud rules by analyzing the data using techniques like segmentation, optimization, advance analytics… more
- PNC (Los Angeles, CA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- Bank of America (Bakersfield, CA)
- …comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank ... equipped to deliver the combined power of the Merrill investment platform and Bank of America banking ...Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range… more
- Zions Bancorporation (Irvine, CA)
- …our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced ... Banks to Work For" and as having a top banking team in its list of "The Most Powerful...individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession… more
- Citigroup (Loma Linda, CA)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic ... Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter,… more
- Citigroup (Riverside, CA)
- …+ With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide ... Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… more