- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with… 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 ... every future! **Technology Investment Banking** The Associate Director will work with senior bankers across a variety of different transaction types and advisory… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… 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 ... also occasionally working with other Scotiabank counterparts. + Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software… more
- Deloitte (Costa Mesa, CA)
- …& data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Industry Solutions offering provides verticalized solutions that ... and the changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from every sector of the industry,… more