- 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 ... range of companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative will be responsible for driving new… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- JPMorgan Chase (Irvine, CA)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new… more
- Scotiabank (San Francisco, CA)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- PNC (Los Angeles, CA)
- …sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... experience. PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management , PNC Private Bank, and our Investment Office. We work with… more
- Wells Fargo (San Francisco, CA)
- …each market and across all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank) to gain support, access ... Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge… more
- Wellington (San Francisco, CA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the West Coast region. This sales ... bring broad asset management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can be a thought partner as… more
- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... 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
- 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...to source new opportunities. + Work closely with senior management to maintain and update business development and sponsor-specific… more
- JPMorgan Chase (San Francisco, CA)
- …at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more