- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (San Francisco, CA)
- …* a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for ... skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the… more
- MUFG (Los Angeles, CA)
- …in North America, and is housed within MUFG's Global Corporate and Investment Banking division. The ABF group delivers full services-based capabilities to MUFG's ... aspects of the business. **Requirements:** + A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus. + A minimum of… more
- City National Bank (Los Angeles, CA)
- …The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for ... managing complex Wealth Management audits and assisting the Audit Director in supervising a team of auditors to assess risks and internal control environment of the… more
- City National Bank (Los Angeles, CA)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... performed, and effectively communicate audit results to the Senior Audit Manager/ Director and senior management in meetings, presentations, and/or written reports… more