- Wells Fargo (San Francisco, CA)
- …this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of ... Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct … more
- Wells Fargo (Beverly Hills, CA)
- …and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** ... Wealth & Investment Management (WIM) is one of...may include key focus areas in specialized products and client solutions. Plans strategy and drives execution to deliver… more
- JPMorgan Chase (Los Angeles, CA)
- …industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...private capital transaction scenarios from the firm's wholesale client base. **Job Responsibilities:** + Support client … more
- Citigroup (Beverly Hills, CA)
- …MBA, or other relevant advanced degree is a plus.** **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services **Time ... who thrives in fast-paced legal and transactional environments-particularly within M&A, Private Equity, Restructuring, and Litigation-and who can meet the high… more
- PNC (Los Angeles, CA)
- …develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies,… more
- CIBC (San Francisco, CA)
- …existing relationships. + **Represent CIBC in client meetings** : Attend client meetings with Private Bankers to showcase CIBC's sophisticated credit ... Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting,… more
- Citigroup (Los Angeles, CA)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- City National Bank (Irvine, CA)
- …intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... CNB's risk appetite and can be managed without issue. Private Banking Division As a member of City National's...and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU… more
- JPMorgan Chase (Walnut Creek, CA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- HUB International (San Rafael, CA)
- …to rapid growth we are expanding our operational team. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... retirement plan assets under advisement, and $8.5B in individual wealth assets under management. With over 350 producing advisors...to advisor teams + Compensation reporting + Editing of client Service Agreements + Client facing training… more