- JPMorgan Chase (Los Angeles, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... the next level. As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as… more
- S&P Global (San Francisco, CA)
- …**The Team:** The Sales Representative will be a member of the iLEVEL Private Market sales team within S&P Global's Market Intelligence division. In this role ... companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative will be responsible...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- JPMorgan Chase (Los Angeles, CA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7… more
- JPMorgan Chase (Irvine, CA)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... personal financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not… more
- 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
- Citigroup (Beverly Hills, CA)
- …who thrives in fast-paced legal and transactional environments-particularly within M&A, Private Equity, Restructuring, and Litigation-and who can meet the high ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- Wellington (San Francisco, CA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast...The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients… 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...practice for assigned industry sectors. You will work with private business owners, providing strategic advice on growth and… more