- City National Bank (Los Angeles, CA)
- …objectives, risk tolerance, time horizon, financial status, and other investment needs in compliance with FINRA regulations and CNS policies and procedures. ... *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City...WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers… more
- Wells Fargo (Irvine, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about the career...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… more
- PNC (Irvine, CA)
- …Account Management , Asset Allocation, Capital Management , Credit Risk Analysis, Equity Valuations, Investment Banking, Sales **Competencies** Business ... activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate… more
- City of Long Beach (Long Beach, CA)
- …a diverse portfolio that includes accounting, budgeting, financial planning and analysis, grants management , and risk management . With a focus on innovative ... PORT COMPLIANCE OFFICER Print (https://www.governmentjobs.com/careers/longbeach/jobs/newprint/5044822) Apply PORT COMPLIANCE OFFICER Salary $129,859.94 -… more
- JPMorgan Chase (Woodland Hills, CA)
- …solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management ... skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent… more
- City National Bank (San Francisco, CA)
- …clarification of financial materials and resources. * Participates in on-going portfolio management of the Investor CRE portfolio, including risk assessments, ... *CREDIT OFFICER II CRE* *Hybrid Schedule: Los Angeles, Irvine,...* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting, and portfolio … more
- Bank of America (San Francisco, CA)
- …knowledge **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit ... maintains knowledge of other Bank of America products including investment banking, treasury management and hedging solutions... Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration +… more
- Bank of America (Fresno, CA)
- …solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit ... The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have... Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration +… more
- Citigroup (San Mateo, CA)
- …financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank ... The Mortgage Lending Officer role is a developing professional role. This...customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets,… more
- SMBC (Los Angeles, CA)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... benefits to its employees. **JOB SUMMARY:** The role involves evaluating financial risk by spreading financial statements and obtaining credit reports. It includes… more