- CBRE (San Diego, CA)
- …Program. Joining the Private Client Program means becoming part of the world's leading investment sales firm and a premier financing solutions provider. ... Job ID 193992 Posted 16-Apr-2025 Role type Full-time Areas of Interest Sales /Brokerage Location(s) Ontario - California - United States of America, San Diego… more
- City National Bank (Beverly Hills, CA)
- …meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition… more
- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative product investor ... many complexities they face by leveraging the commercial and investment banking capabilities of the firm . **About**...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Navy Federal Credit Union (San Diego, CA)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...when business decisions are made, demonstrating consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets,… more
- Aristotle Capital Management (Newport Beach, CA)
- …and execute on an agreed upon sales plan. + Conduct proactive outbound sales efforts to raise awareness of Aristotle's investment solutions. + Respond to ... policies and products. The role requires the ability to position the firm 's investment philosophy, product differentiation and competitive analyses in group… more
- BlackRock (San Francisco, CA)
- …partner firm coordination and territory management + Represent the Sales Desk through periodic presentations and client meetings **Skills and Qualifications** + ... firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction… more