- City National Bank (Beverly Hills, CA)
- …assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los Angeles, ... data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews… more
- BMO Financial Group (Valencia, CA)
- **This is a part - time 20 hours a week position.** **Please note that this requisition is for the Valencia and surrounding areas. Branch location will be ... recommend alternative banking channels and provide personal banking and investment advice. + Meets customer...role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on… more
- JPMorgan Chase (San Francisco, CA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... within the Asia market of JP Morgan's International Private Banking business. We are actively looking for exceptionally talented...services space. **What you can Expect** You will be part of a three-year Private Bank analyst program whereby… more
- JPMorgan Chase (Irvine, CA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... the area of treasury services, lending, trade finance and foreign exchange. The International Banking team is part of JP Morgan's Commercial Bank in its Middle… more
- MongoDB (San Francisco, CA)
- …treasury management. You will have experience working across a global team in multiple time zones. You will play a crucial role in optimizing our capital structure, ... timely execution of transactions + Manage our global network of banking relationships including identifying new partners where needed, leading integration efforts,… more
- Manulife (Los Angeles, CA)
- …5-7 years of post-undergrad acquisition/asset management/portfolio management experience with an investment management firm, investment banking , private ... Manulife Investment Management is seeking a real estate analytics...analysis and LP reporting. + Synthesize modeling outputs in real- time for senior portfolio management team decision making. +… more
- JPMorgan Chase (San Francisco, CA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... within a commercial real estate firm or other area of financial services ( Investment Management, Commercial Banking , Business Banking or Insurance) +… more
- Bank of America (Yuba City, CA)
- …in a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with ... home, building a family or planning for retirement. As part of our commitment, we are looking for the...financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to… more
- Citigroup (Los Angeles, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience… more
- BMO Financial Group (Los Angeles, CA)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... Provides financial and investment planning and advice in collaboration with other...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.… more