- Bank of America (San Francisco, CA)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification. **Qualifications:** + 8+ years… more
- JPMorgan Chase (San Francisco, CA)
- …and develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships . They provide centralized, high ... ensure dynamic and consistent performance at both the Relationship Manager and market levels. **Job responsibilities** + Recruit, lead,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Legal (Irvine, CA)
- …matters, and some large bankruptcies. This firm works with Fortune 100 companies and high net worth individuals on large, complex litigation matters. The ... novel, non-templated issues. TO APPLY, ONLY send resume directly to Recruiting Manager , Steve Aroutounians at Steve [dot] Aroutounians [at] RobertHalf [dot] [com]… more
- Bank of America (Anaheim, CA)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- M&T Bank (Costa Mesa, CA)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... responsibility, with supervision. **Primary Responsibilities:** + Support the Relationship Manager with oversight of client relationships, making appropriate recommendations… more
- Bank of America (Riverside, CA)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... * Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- City National Bank (Los Angeles, CA)
- …Risk * Minimum 3 years' experience working with broad spectrum of clients including High Net Worth (HNW) individuals. *Additional Qualifications* * Strong ... loan portfolio and exposures. Brings concerns to the attention of the relationship manager and provides guidance in developing plans for appropriate action in order… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... an impact The Underwriting Specialist will report to the Zonal Underwriting Manager and will be primarily responsible to execute the geographic underwriting strategy… more
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