- Citigroup (Los Angeles, CA)
- …Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The ... Job Description Citi Global Wealth brings together the full power of Citi...optimize client service and cross-marketing opportunities. + Appropriately assess risk when business decisions are made, demonstrating consideration for… more
- Nuveen Investments (Palo Alto, CA)
- …Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated ... ** Wealth Advisor** Supported with a robust array of...today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another… more
- BlackRock (San Francisco, CA)
- …adoption of Model Portfolios is one of the most significant evolutions in the Wealth Management industry over the last decade! As the industry drives towards ... model portfolios:** + Design custom model portfolios for specific wealth management clients that marry the client's...preferred + A minimum of 2-4 years investment or asset management experience + Prefer relevant client… more
- City National Bank (West Hollywood, CA)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less… more
- Wells Fargo (San Diego, CA)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. ... * Estate services. * Philanthropic services. * Closely held asset management . * Real estate and loan...improve Wells Fargo Trust's business operations, client service, and risk management . + Independently communicate with internal… more
- Cognizant (San Francisco, CA)
- …Manager will play a pivotal role in managing and nurturing client relationships within the Asset & Wealth Management domain. With a focus on project ... and stakeholder engagement this role requires expertise in tracking risk management and cost accounting. The position...client relationships to ensure satisfaction and retention within the Asset & Wealth Management domain.… more
- JPMorgan Chase (San Francisco, CA)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- Charles Schwab (Milpitas, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... clientsincluding:Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management , and Estate… more
- Bank of America (Beverly Hills, CA)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...+ Referral Management + Relationship Building + Risk Management + Active Listening + Attention… more
- JPMorgan Chase (San Francisco, CA)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more