- 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 (Irvine, 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
- Nuveen Investments (San Francisco, CA)
- …8IC **QUALIFICATIONS:** **Required:** + Minimum of 10 years of experience in the asset management industry **Preferred:** + Minimum of 7 years experience in ... Client Relationship Management , Consultative Communication, Detail-Oriented, Financial Risk Management , Fixed Income Investments, Market/Industry Dynamics,… more
- BMO Financial Group (Los Angeles, CA)
- …are reviewed / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) ... + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member...understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various… more
- BlackRock (San Francisco, CA)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients, from wealth ... Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS is responsible for… 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 to ... financial advice with a focus on client experience and risk management , while focusing on acquiring new...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- JPMorgan Chase (San Francisco, CA)
- …existing client base + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Wellington (San Francisco, CA)
- …also have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales, paired with strong ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60… more